When we are advising people about maintaining their wealth, one of the most important considerations is to balance their current income requirements with ensuring the future is catered for. We find that clients are inclined to save too much or too little, which stems from not identifying correctly what their future income needs might be and how they can be met.
The people who save too much may make unnecessary sacrifices. Those who save too little face a considerable reduction in their standard of living in retirement, or will have to work for much longer than they had anticipated.
We act as an informed sounding board, helping our clients take an objective view about how much income or capital they may need in the future. We help them see what the rainy days might look like, and how much they might need in pensions and investments.
Inflation can improve or ruin your financial plans
Want to find out more?
Get in touch and we can help to put you in touch with the Planner who is right for you. There are many ways you can contact us. Call or email for general enquiries, for something more specific use our enquiry form.