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.
Your life is presented in full as a series of key events and objectives you want to achieve.
Live your life under your terms and without the need to rely on others. Building personal wealth and capital will give you dignity, freedom and choice.
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).
Continue to enjoy the lifestyle you’ve worked hard to create, with annual inflationary increases built into your lifelong income plan. We select assets with a proven track record of long term growth across decades.
The App is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7.
Built by experts, monitored regularly and rebalanced accordingly, Navigate Portfolios allow you plan with confidence.
Exceptional ongoing financial support designed exclusively for Barnaby Cecil clients who have completed the award winning WealthMap planning service.