Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams.
- Often retirement is on the horizon and they are looking forward to travelling, a few have come to us with plans to buy a campervan and take off for a few months
- A common theme is family – many pre-retirees are cutting back at work to look after their grandchildren and want to make sure they can afford to do this, and spoil the grandchildren as much as possible
- Clients have had to leave employment early due to family or health reasons and the issues that will arise for funding future income.
- Over 55’s often contemplate downsizing the family home and have the challenge of investing any surplus funds.