Putt your retirement first

As you approach retirement, it is essential you have a strategy in place for the long-haul.

When you think about your retirement, think about how you are going to achieve the things you want. Be confident that you are doing everything you can to make your money work as hard as it can for you and your families future.  Just like your golf swing, even the smallest changes can have a significant impact on your success.

Start asking questions

• Where is your pension invested and is it working as hard as it can be?
• Are you on track to achieve the lifestyle standard you want?
• Do you need to set some targets?

Understand how much you will need to save and what targets you need to set to achieve your desired retirement. So when the time comes, you can be confident you are entering the next stage of life the way you want to.

The choices you make now will inevitably shape the lifestyle you have in later life. Whether you want more flexibility to try new things or a budget to visit new destinations. It’s all about planning now get you there and tick off some of that bucket list you are dreaming of.

Gain peace of mind

Enjoy peace of mind when it comes to making financial decisions for you and your family.

On average, people who receive professional financial advice on their retirement planning have an estimated £48.279 more in their pot compared to those in a similar income bracket who do not take advice.

Whether you are looking to invest or need expert advice on leaving a legacy, we can help you to map out your financial planning journey. Leaving you safe in the knowledge your informed decisions are making a positive difference to your financial planning.

Free yourself from retirement worries.

It’s never too late to start planning.

Don’t get overwhelmed, get advice

Gain confidence in your vision for retirement and plan ahead with an Independent Financial Adviser beside you. Innes Reid will take on the responsibility of your finances and provide reliable, strategic advice that’s personal to your goals.

Book a complimentary consultation today. It’s never too late to start your plan, but it’s all too easy to put it off.

Your consultation will be at our cost and there is no obligation to work with us afterwards. Book here, or speak to our team on 01244 347 583 or email info@innesreid.co.uk

Source: Financial Times