Retirement Planning

How do I know if I have enough to retire? When can I afford to retire? Can I retire early? Will my money run out before I die? How much can I afford to spend in retirement? What if I want to leave my pension to my spouse or children?

Retirement planning is a subject that can create more questions when thought about in isolation than the one you originally had to begin with. This, coupled with significant changes to pension legislation over the past few years, brings a greater level of complexity. This is why we always recommend seeking professional advice. 

When you work with us, we will examine your current pensions, investments and savings, listen to your goals and show you visually what your financial future looks like based on your own personal set of circumstances and what you can realistically achieve.

The beauty of it is, we can show you what would happen if you do nothing with your existing assets and how small changes can make a big difference to your outcome and help you achieve your goals. Better yet, in some cases, we can tell our clients that they can retire earlier than they thought!

If this turns out to be more than you need, we can then discuss the next steps around legacy planning, or we can work with you to discuss your exit plan if you are running or own your own business. If it turns out you need more, then we can put a plan in place based on your attitude to risk and how much money you have available. 

Either way, at Servo Private Wealth, our specialist team can help plan for your retirement. 

“It’s never too early to begin planning for retirement”

"The question isn’t at what age I want to retire, it’s at what income"

George Foreman

At Servo Private Wealth, we work with wealthy families, high net worth individuals and entrepreneurs as well as companies and charities to grow and protect the value of their, and their client’s wealth, over the long term.

Our Six Stage Process
Financial Forecasting
Wealth Planning Service