payments is perhaps the most tax-efficient way of boosting your long-term finances as we enter 2021. For anyone within a decade or so of retirement it’s a good chance to get a handle on how your retirement plans are looking. The events of the past year may well necessitate a review of those plans. Are you rethinking when you retire or how you go about it? There may be worries around whether or not current retirement lifestyles are sustainable, so there’s a lot to discuss if you’re in the retirement phase. Similarly, the volatility of recent months will have affected the many pension pots that remain invested during retirement. If you’re taking an income from a drawdown arrangement, it’s vital to check that it’s a sustainable level of withdrawals and not eating into your pension savings too quickly.
Ask an expert Your plans, circumstances and priorities may have changed this year. Now is the time to make sure your finances reflect that, and to benefit from the insight that a professional financial adviser can offer. Advisers can use strategies such as cashflow planning to either put a plan together for you or revise your existing one, mapping out how to get where you want to go. The idea of taking advice is something that people are increasingly open to. The past few months have shaken so many people’s financial and life foundations. Taking advice is a very good way of dealing with the uncertainty and working out a way forward.
Professional Services JAMIE WELLER FINANCIAL SERVICES LTD WEALTH MANAGEMENT CONSULTANTS
Mastermind your financial future We provide an experienced wealth management service and offer specialist advice in a wide range of areas including: • Investment planning • Retirement planning • Inheritance Tax planning • Protection planning For further details contact Jamie Weller on:
Mob: 07790 690141 Tel: 01233 222721 Email: jamie.weller@sjpp.co.uk Website: www.jamieweller.co.uk
To receive a complimentary guide covering wealth management, retirement planning or inheritance tax planning please contact Jamie Weller Financial services Ltd on 01233 222721 (office), 07790690141, by email Jamie.weller@sjpp.co.uk or visit www. jamieweller.co.uk
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