In retirement
Life comes first
Retirement isn’t just about getting old; it’s an opportunity for more great adventures. For many retirees, an enjoyable retirement means living life to the fullest and creating memories. However, one aspect that is often overlooked is the feeling of financial security and peace of mind.
When you know you’ve got enough to last your lifetime and beyond, you can sleep easy and continue enjoying life.
Services for people in retirement
Maintain an income
Money doesn’t have to be an obstacle while you’re enjoying your retirement. By reviewing your income needs, we will ensure your goals can continue to be met in the future, and we’ll reassess them if not.
Plan for later life
With more people living into their late 80s or 90s, the need for later life and care planning is even more important. We’ll create a plan to provide security and relieve pressure on your family.
Pass on wealth
You deserve the peace of mind that your money is going to end up in the right hands. We’ll work with you to reduce Inheritance Tax liabilities, update your will, and set up a trust, if necessary.
The Consolidare approach
Ultimately, what we deliver is a long-term strategy that will see you through your retirement and continue to work when you’re no longer here. We equip you and your family with the confidence to enjoy your life with a clear grasp of your financial position.
Frequently asked questions
Find out the answer to some of our most asked questions. If you can’t find your answer here, then get in touch.
How can I book an initial meeting?
You can use the contact form at the bottom of the page or by email at ben@consolidarewealth.co.uk or call Ben on 07795 565143.
Are you regulated?
Yes, we are regulated by the Financial Conduct Authority. You can view our profile on the FCA Register here.
