Retirees now have 101 ways to access their money at retirement. Well, perhaps not 101, but enough to make things rather daunting if you’re navigating this yourself. We’ll guide you through the best options for you so that you have the flexibility, control and peace of mind to retire the way you want to.
The complexities of the NHS pension scheme mean that without financial advice, health professionals could end up paying more tax than they need to. We’ll help you understand all aspects of your NHS pension and structure your finances tax efficiently. You’ll also be able to plan the retirement you really want, and other financial goals along the way.
We have clients at firms such as Google, Facebook and leading agencies, so we understand the details of your unique employment structure. We can advise you on how best to maximise your employee benefits. And if you don’t fancy reading that 40-page document HR sent you on your company share options, relax. We’ve read it for you.
We begin by building a precise picture of your financial future across multiple scenarios — modelling your income, capital, expenditure, and obligations decade by decade. Not a projection.
A structured forecast that shows you exactly where you stand and what your wealth can realistically achieve.
Your WealthMap® is then built around your life specifically — your goals, your timeline, your priorities. No templates.
No off-the-shelf solutions. A plan designed from first principles around the things that matter to you.
Our app is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7. All of your financial data is held in one secure place, giving you total control over your financial affairs. Digitise your plans and keep everything secure, via Tablet or Mobile.
The App is currently under development (ready November 2020).
With the plan in place, we identify every opportunity to improve the outcome — tax efficiency, structure, timing, allocation.
The difference between a good financial plan and an exceptional one is often found in this stage.
Your complete financial picture, secured and accessible wherever you are.
Harness the full productive power of global capital markets — efficiently, transparently, and without unnecessary cost.
The ongoing advisory relationship for WealthMap® clients — providing the counsel, discipline, and perspective that successful plans demand.
