You’ve indicated that you’re starting to think your retirement and what it might look like.

Planning for retirement isn’t something that happens just before you give up work, and many people approach retirement not really knowing how much money they will need or the best way to take retirement income.

Whatever your aspirations for retirement, the very best thing you can do is have a clear plan in place – effective planning can transform a good retirement into a great one.

We’ll work with you to understand what type of retirement you want and what type of things you’d like to do, to understand how much money you will need to achieve your retirement goals. Then we will look at your savings and outgoings to determine if you’re on track.

The answer is usually revealing for our clients and from here we can explore different scenarios with you and evaluate how robust your plan is – together we can explore how you can best plan for your retirement, whilst considering the allowances and tax benefits you can take advantage of, ensuring your savings and investments are structured tax efficiently.

There are a number of important questions and considerations;

Once your plan is in place, it is important to review it regularly as tax rules and allowances will change over time, as will the performance of your investments. We’re here to keep you on track and act as your financial coach.

We’ve created a short video below that offers insight into how Magus Wealth can support you in your retirement planning. Please take a moment to watch it and then get in touch with us and we can guide you through the next steps.

Our clients tell us they value an open and honest relationship with their financial advisor.
If you were to talk to our clients, they would typically say that we:

Handshake

Are advisors they can implicitly
and completely trust

Financial situation

Work to completely understand
their financial situation

Help & guidance

Help and guide them through
their entire financial journey

Developing a financial plan with Colin and the Magus team meant for the first time we truly understood our financial position. Over the years our lives and attitude to risk have evolved and we have been guided through sensitive and liberating discussions helping us adjust our plans. This has given us confidence and peace of mind, allowing us to focus on today in the knowledge we have a plan for “tomorrow.

Linda and Mark Smith, Magus clients since 2019

A bit more about Magus Wealth

  • We’ll listen carefully and work with you to understand your circumstances and your short and long-term goals, working together to create your bespoke plan, built around you and your needs. We’ll also keep you on track, reviewing your plans to make sure you are heading in the right direction.

  • We only offer independent advice, which means our advice is unbiased and unrestricted and based on a comprehensive and fair analysis of the relevant market. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for you.

  • Our team are professional, experienced, and qualified – we all share the same vision, we are aligned to the same purpose of delivering a personal, outstanding client experience.

  • Costs matter – they can compound over time. Our fees are fair and transparent, and you will benefit from low cost investing. We’ll also make sure you know what you are paying for, and why.

  • Our investment philosophy is based around our 10 investment pillars, designed to provide the best investment outcomes for you and your family.

  • We have many client relationships that span across decades and we are here to help and support you and your family throughout your entire financial journey.

Get in touch with us today – it all starts with a conversation

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