The path leading to a comfortable retirement is best secured by taking advice. There are many areas where advice is valid for you in this timeframe. The decision to give up working for an income to relying on income from investments can be made both comfortable and reassuring. The mechanism by which this is achieve is a sound, well structured advice process just like what we have built for our clients.
We first assess where you are now, what your desirable outcome is and how it can be made real. We assess the income drawdown requirements you have thoroughly, the investments you hold and create a structure to analyse the sustainability of your approach with you present. This way you get to see how likely / unlikely it is to have your desired outcome on paper, rather than finding out once your work income is gone.
An ounce of preparation is worth a tonne of peace of mind.
