Our clients who are in retirement, are often regarded as the ‘family stewards’. Their main concern is how they can look after their extended family, both now and after their death.

Whilst many clients are experienced investors who have trusteeships/directorships, we also work with less experienced investors. These clients may have come into wealth through, for example, an inheritance or divorce.

What’s important is having the choice; you want to be able to decide what kind of retirement you will enjoy.

This is where we can help you to tackle the big questions such as:

  • Can I be generous to my children/grandchildren without harming their financial wellbeing?
  • How do I ensure that I have enough money to last through retirement, but still have funds to leave behind?
  • How can I best support my chosen charity in life and death? Not just financially, but by donating my time and skills?
  • Having worked abroad during my career, how do I manage my complicated tax affairs?
  • Can I remove myself from the day-to-day administration of my finances and focus on other concerns and interests?

How do we help?

We utilise our combined expertise in financial planning with tax expertise to ensure that you have complete peace of mind.

We work with you to identify who and what matters the most to you. We will help you to define your goals, then agree what your financial objectives should be. We will help you to understand what risk means to your life; and not just investment risk. We then develop a plan to consolidate the financial products that you have gained over the years and create a plan for the future.

Our aim is to become the central coordinator of your financial and professional affairs. Working with your other professional advisers such as accountants and lawyers, we deliver coherent, linked-up advice. This means that you can spend your retirement focusing on what is of interest and importance to you.

Click here to find out more about what we do.

Related case study

Patricia and Jeffrey
Adviser name: Ben Sherwood

Patricia and Jeffrey

Ben's clients, Patricia and Jeffrey are in their early seventies. Patricia trained as a teacher and then became a head teacher, a role which she undertook for several years in different schools. She then worked in the University sector before setting up a leadership training and consultancy business. Jeffrey also ran his own business as a car mechanic.

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