Client Guides for IFA’s and Financial Planners

Approaching Retirement Guide to Financial Planning

Do you have clients at your financial advice firm who are approaching retirement, and who would benefit from a guide on financial planning for this stage of their life? Our downloadable guide on retirement planning is an ideal solution. Fully integrated with your logo and colours, written by qualified financial advisers and updated every financial year, start raising your profile with our branded guide, today.

Great for clients and branded for your firm
A choice of covers
Your firm’s logo & colours
Professionally designed
Client checklist
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A valuable resource for those approaching retirement

Clients approaching retirement typically want reassurance that their money, wealth and desired lifestyle are secure and in safe hands. You can help provide that reassurance by offering an informative, helpful guide which walks them through the key facts and areas of financial planning they need to know about. Use our guide on your website, newsletter and digital marketing campaigns to reinforce trust from existing clients, and help bring in new enquiries.

The guide’s checklist includes:
Cashflow planning
Asset allocation
Tax allowances
Pension review and consolidation
Investment strategy
Drawdown plan
Excerpt from the guide

As you start to think about retirement, many questions have probably crossed your mind. Do you have enough money? Can you retire early? Can you afford to make gifts to your children?

By the end of our financial planning meeting, you will have answers to these questions and many more.

We can guide you into this exciting new stage of your life by working with you to establish your goals. Perhaps you would like to travel more, start on a home improvement project or help your children onto the property ladder.

You may also be concerned about the care costs that may arise later in life. We will then create a detailed plan to ensure that your retirement is everything you dreamed of. Your lifetime cashflow plan will plot your routine expenditure and important life events to ensure that you never run out of money. We rely on certain assumptions, and while we cannot predict the future, we can review your plan regularly so that there are no surprises.

We can also help you avoid costly tax bills by structuring your income in the most efficient way. This may involve taking an income from different sources, of which a pension may only be one.

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