Managing Your Wealth In Retirement

Tweed Financial Services

Retirement Solutions

When the time come for you to retire Tweed Financial Services will be with you every step of the way to help you manage your expectations and help your dreams become reality in your retirement.

Now comes the point of where you have saved hard though many years by many means, to name a few Pensions, buy to lets property, savings, investments and any inheritances that you may have received. Now might be the time to release money from your pension that you have built up over many years.

We now need to plan, to make sure your hard-earned investments work for longevity, we need to manage your expectations realistically so that you do not run out of money in your retirement. This is where the pension freedoms act comes into its own giving our clients the flexibility to make their own individual journey happen, flexibility and variability are crucial when planning for your retirement along with diversification within your available assets.

Also, in our planning we need to consider sequence risk, sequence risk is the danger of timing when you will be could be making withdrawals from your investments. We would put a plan in please to combat this, this is why it is so important to sit down with us and have a full review of your financial situation at least once per year, this is where we look back and see if the plan needs tweaked as your circumstances may have changed.

Want to learn more about Managing Your Wealth In Retirement and how we can help you make the most of your money?


Chambers House,
72 High Street, Peebles,
Peeblesshire, EH45 8SW.
Tel/Fax: 01721 721618

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