Retired Already?

It’s never too late to make adjustments to your retirement plans, so you can achieve your biggest goals in life.

You may be thinking about the later stages of retirement and what would happen in the worst-case scenario. A clear retirement plan can help to clarify all of these questions and give you confidence.


There are generally 2 types of people in retirement:

DIY Investor
Existing Adviser.png

1: The DIY Investor

2: Those with an existing financial adviser

The DIY investor has always looked after their own money, but they are getting to that point in life where they don’t necessarily want to do that so much.


More importantly, they are asking those questions that they can’t answer themselves:

However, that adviser primarily talks to them about investments and doesn’t really answer those questions they may have such as:

"Have I got enough money to do the things I want whilst I've still got my health?"

That might be an around-the-world trip, a big holiday with the family, or gifting to the children or grandchildren.

"Do I have enough money to do all of the things I want to do?"

That might be going on a cruise, spending more time on holiday with the children, it might just be more time spent on hobbies.


Or, you might have always wanted to learn to fly, and you want to do that before you get too old!

Book in a quick call

We can help you plan for retirement so that you feel secure and confident that you can live the life that you desire and deserve. It all starts with a phone call.

You can book in a quick, free discovery call with me below:

Noel Watson

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