People approaching retirement
Planning for retirement well in advance means that you’ll be able to make the most of the savings, pensions and investments that you have worked hard to accumulate. Starting now means giving yourself the best possible chance of translating those assets into the goals and dreams that you’ve always wanted to achieve.
Thinking about the day when you stop working can be as intimidating as it is exciting. Retirement is a big milestone; unfortunately, it’s one that many people fail to prepare properly for.
Here at Chambers Smith, our holistic and bespoke approach to financial planning means that we work to find the best solutions for you. We’ll be there every step of the way as we help you plan for a future that is free from financial worry and full of purpose.
Specifically, we can help you to:
- Get the answers you need to the questions you currently have. We’ll have discussions about your current situation, what you’d like to achieve, and where we can help you.
- Analyse your existing financial arrangements and determine if they are best suited to you and your goals.
- Structure your personal investments, pensions, business assets and other assets so that they can meet your income and capital needs in retirement in the most tax-efficient way possible.
- Recommend bespoke solutions that will enable you to achieve the retirement you’ve worked so hard for over the years.
- Work with you on an ongoing basis to ensure you stay on track and avoid bumps in the road that could cause financial concern for your family, i.e. Inheritance Tax.
You can learn more about our client journey and the steps we take to create a bespoke financial plan for you here.
Louise
A client since 2006
From Derby
Tim
A client since 2016
From Matlock
John and Tara
Clients since 2007
From Bakewell
Jo
A client since 2006
From Ashbourne
Andrew
A client since 2014
From Manchester
