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Enjoying your retirement

In your late 60’s onwards, your financial needs will change further

You may wish to retire fully, or carry on working in a reduced capacity. Your children may have left home, meaning that you are considering ‘downsizing’ to a smaller home to release some equity. You may even have paid off your mortgage in full meaning that your outgoings are significantly less.

At this time of life, you may be considering what long-term care you need. It’s also a time to ensure you are happy with the plans you have in place to pass on your wealth, and you are doing so tax-efficiently for your beneficiaries.

At this life stage, a financial adviser can help you with:

Wealth management

Giving you advice on savings, investments, tax planning and retirement planning.

Personal and business protection

Ensuring you have the appropriate level of life cover, critical illness cover, income protection cover and business cover.

Retirement planning

Advising you on pension funds, personal funds, company or trustee funds.

Wealth preservation

Estate planning, succession planning, trusts.

Book your free initial financial consultation

When you call us, one of our consultants will gather a bit more information about you, your goals and the advice areas you are interested in exploring. Using this information, they’ll match you up to the right financial adviser for your free consultation.

Book now

Pension and investment advice: How much does it cost?

It’s important for us to be transparent and open about how much our services cost. At your free initial consultation, we will give you a clear explanation of how much you will pay, what service you are paying for, how we’ve calculated the fees and charges, and when you need to pay.

View advice costs

Tax planning, Trusts, Estate planning and Succession Planning are not regulated by the Financial Conduct Authority.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 06 October 2023.