Pre-Retirement Service

Page 1



“Life is not a dress rehearsal, you have one life, get the most from it� your destination may be closer than you think!

Would you like to know how and when you can achieve Financial Freedom? With a smart plan we can help you get the most from your life, get you organised and heading in the right direction.


THE AIM OF THIS SERVICE IS TO ESTABLISH AT WHAT POINT YOU WILL REACH YOUR FINANCIAL FREEDOM, SO THAT YOU CAN: • Work less hours;

• Retire completely; and/ or • Make significant life changes outside of your career.

3


/ˈbenɪfɪt/

• Clarity over your financial future; ensuring your finances and your plans are organised in a way that gets you to where you want to be. • A comprehensive cashflow modelled plan, tailored to your needs and objectives.

A plan that matches your financial and life goals, helping you to make smarter decisions, giving you freedom to live your life, whilst ensuring the security of your family.

• The ability to make life-changing decisions with knowledge and confidence. • Peace of mind that your money is working for you and your family in the best way possible. • Organising your assets and your finances to ensure they’re structured in the most tax efficient manner. • Formulating a legacy plan for your family (covering wills/LPAs/Inheritance Tax planning) so you know they will be taken care of whatever happens.

4


THIS IS THE EASY PART… Get in touch with us. Give us a call on 020 7078 4849 or send us an email and we’ll contact you. We love meeting people, be it faceto-face or virtually.

It’s an obligation free chance to for you to see if you like us and visa versa. For a step by step look at how we work with you, check out our website here. 5


AND IF YOU WOULD LIKE TO HEAR FIRST HAND HOW OUR SERVICE CAN MAKE A LIFE CHANGING DIFFERENCE,

Read a recent interview with clients, Rupert & Sophie Casey, who have benefited from this service: 6



“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”

If you are considering your options, for yours and your families future – whether it’s around a change in career, starting a new business, retiring to the golf course, relocating overseas or just taking a step back for a while - contact us for a chat over coffee (by electronic means of course!).

You never know where it may lead, and there is never a better time than now to make a change.

Mike Hodges – mike@carringtonwm.co.uk Alistair Candlish – alistair@carringtonwm.co.uk

Pablo Picasso

8


One Chapel Place, London, W1G 0BG t: 020 7078 4849 e: hello@carringtonwm.co.uk w: carringtonwm.co.uk Carrington Wealth Management is a trading style of Carrington Investment Consultants Limited which is authorised and regulated by the Financial Conduct Authority Carrington Investment Consultants Ltd is registered in England number 3193939


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.