You may be a senior executive or a partner in a professional practice/firm. You’re not sure if you can maintain your current lifestyle in later life. You may have pensions and investments in place, but you don’t have a clear picture in terms of how everything fits together.
Questions you may have:
- Will I have enough money to ensure a secure, and fulfilled financial future?
- What does my financial future look like?
- Will I be able to sustain my current standard of living into the future?
- What happens if my plans change along the way? (for example, divorce, bereavement, job loss)
- What should I be doing now/immediately?
- What can I do to ensure I don’t pay more tax than I need to?