Already Retired

Assessing Your Retirement Needs

Most retired clients come to us seeking guidance on existing investments, often unsure as to what they are really invested in and the risks involved with these.

Now that you are retired, your outlook on risk may have also changed significantly since you first invested. Retired clients also often have newly acquired capital which they require advice on investing to generate an income and/or growth for their future. We can help you review all existing savings plans to make sure they are still right for you and your current needs, as well as advising on the investment of new capital.

When it comes to retirement income, cash flow forecasting can help identify by which method it’s provided, as well as the level of risk you need to take to achieve your retirement goals. All of this helps to give you the peace of mind you need to enjoy your retirement, rather than worrying if your assets will indeed sustain you for your retirement.

At Richardson Premier Wealth Ltd, we take the trouble to explain the options open to you and the risks involved with each option to you in a simple, easy-to-understand way. Having assessed your circumstances, we will also advise which options we feel are best suited to your retirement needs.