RETIREMENT PLANNING

How does one actually retire?

We believe the answer lies in asking important questions.

  • What do you want to achieve?
  • What experiences do you want to have?
  • Who do you want to be?
  • Where do you want to go?
  •  When, and how, are you going to get ‘there’?!

If you are approaching retirement, have you been thinking about it a lot, or not at all? Are you Ignoring it? Worried about it? Or Excited by it?

Retirement is the biggest emotional and financial transition we make in our lives, yet most people spend more time planning to buy a house than they do their own retirement. Why?

Retirement scares a lot of people. For those it excites, they still have financial questions.

The most common question we get asked is:

AM I GOING TO BE OK?

And that’s how we can help. By linking your most essential aspirations, objectives and dreams to your personal finances, building a lifetime cash flow and retirement blueprint, we can help you to get more control, confidence and fulfilment out of your retirement.


The advice gap

Senior executives and entrepreneurs often have access to a team of professional advisers throughout their career, but once you get towards retirement, most corporate advisers and professional advisers seem to disappear. We believe many people struggle with finding someone they can trust to plug the retirement advice gap.

We can help you by providing independent, impartial, retirement planning support, guidance and advice.

We will look at cash flow planning, pensions, other investments and assets, risks, taxes, and everything else to give you an integrated life and retirement plan.

WILCOCKS & WILCOCKS — WEALTH & LIFE MANAGEMENT


Our Mission:

"To help our clients attain, retain and ultimately bequeath Real Wealth"

Our Vision:

"Real Wealth & Life Planning becomes the pre-eminent method for delivering financial advice globally"

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