I am enjoying retirement

In this stage, individuals approach retirement and shift their focus to ensuring they have enough resources to maintain their desired lifestyle. Financial planning involves goal planning to enjoy the life you’ve saved for, investing to maximise growth or income, considering social security benefits, and planning for healthcare expenses.

I Am Building Financial Independence for My Future:

Approaching retirement in the UK involves several key financial considerations to ensure a comfortable and secure retirement phase.

Putting in place a comprehensive financial plan will help ensure you have a stable and enjoyable retirement period. It’s important to regularly review and adjust this plan as your circumstances and the broader economic environment change.

Here are the most important aspects to focus on:

I Am Preserving My Financial Legacy and Planning Ahead:

As individuals move into later-life, they may start to think about their financial legacy. This involves estate planning, making arrangements for passing on assets, and considering health and care.

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If you like what you have seen on our website, the next step is to get in touch, we offer a free initial consultation with no obligation. You can do this face to face, by phone, or on Skype.

It would really help if you could tell us your reason for getting in touch.

Please rest assured that we take your privacy very seriously: We will never share or sell your personal details to anyone without your permission.

Apex CB Financial Planning Ltd, Poole

BH16 6HX, Suite 2, Jellicoe House

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01202 622223

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