Early Retirement Planning Richmond, Surrey

Early retirement advice, help and support from Tower Hill Associates

You are in your mid fifties – and have many years of retirement stretching ahead. You want to be confident that you can enjoy a comfortable lifestyle and can afford that long awaited extended holiday or that second home that you have been dreaming about for years.

Early retirement planning

We can help, by developing a long-term financial plan that really works for you. We will look at the pension pots that you have built up over your working lifetime and advise you on annuities and income drawdown. We will identify how much income you have available and how best to invest your assets to preserve your capital.

An investment strategy that works for you

You need to be confident that your assets are invested wisely, with a risk profile appropriate for your stage in life. Each year, we will review your plan and investment portfolio and can adjust this according to any changes in your circumstances.  We will also discuss with you further actions you may be able to take to help secure a comfortable future.

Effective inheritance tax and estate planning

Once your long-term financial wellbeing is assured, you might wish to pass on some of your assets to future generations. We can liaise closely with your lawyer and accountant, to ensure that you have a tax efficient will and will consider the best ways to pass on your wealth.

To arrange a free consultation about pensions and planning for an early retirement, please call one of our financial planning experts on 020 3865 2379