Do You Have Enough Saved for Retirement?
Get a clear picture of your retirement savings, spending needs, and future security with a personalised assessment.
Why It’s Essential to Know If You’re On Track
The question, ‘Will I have enough to retire comfortably?’ is one of the most important financial questions we face. Whether you’re nearing retirement or just planning ahead, understanding where you stand is the first step toward a secure and fulfilling future. Our retirement checkup will give you the confidence to know if your savings are on track, and help you make adjustments if needed.
What You’ll Learn from Our Retirement Check-up!
Do I have enough saved to retire comfortably? Understand your financial picture and how to make the most of your assets.
How much will I need to cover healthcare and other unexpected costs? Plan for potential future expenses so you can retire with confidence.
When can I realistically afford to retire? We’ll help you calculate the right time to retire based on your financial goals.
Ready to Empower Your Employees?
If you’re interested in investing in your employees’ financial future and well-being, let’s get started! Our Financial Planning Seminars can make a real difference in your workplace, fostering a culture of financial literacy and support.
Your Retirement Check-up in 3 Simple Steps
Initial Consultation
Savings and Spending Analysis
Personalised Action Plan
Please contact Independent Executive Financial Adviser Francis Gill if you’d like to arrange a video face to face consultation.
Why Host Financial Planning Seminars?
Get a Clear Picture of Your Savings Needs
Understand Your Income Options
Plan for Unexpected Costs
Jeff Grady
Friendly, professional and thorough. Did everything I wanted, and more. Francis Gill knows what he’s doing, and explains what he can do for you, in a manner that makes you appreciate that you are being looked after.
Marco Lo Giudice
Financial planning with Francis is a breeze. He takes note of all my circustances and my main goals and always finds the best way to marry the two. I would highly reccomend him to anyone.
Tom Cox
Extremely helpful, Francis has been able to recover over £1,000 in tax relief and Humboldt laid out all the steps along the way. Waiting on HMRC to get back was the frustrating part but when I needed Humboldt to amend my letter they did so instantly.
Very clear and transparent with fantastic advice both for what you have with them and what you may hold yourself.