Can I understand how much money I need to retire?
I had reached 55 and was looking to cash in part of my pension. I gave my adviser all my details and he sorted everything out. I had two small pensions which he dealt with, and he was pleasant and professional at all times.
Unlocking your magic number
When deciding to retire, the million-dollar question is: “How much do I need?”. There’s no magic number that works for everyone. We all live a unique lifestyle, have unique families and have unique goals.
For some, retirement means travelling and maintaining their current lifestyle, others see it as a chance to wind down and spend time with family, allowing them to reap the benefits of your savings instead.
How we can help
We know the retirement process like the back of our hands, so there’s no team better equipped to take control of your finances.
We do the number crunching for you, but this must start with us identifying your goals and objectives, and what your retirement looks like. We give truly independent advice, so the solution we provide will be tailored around you.
Ultimately, we’ll answer that million-dollar question with clarity, ease and professionalism. Everything you could ask for in a financial adviser.
- Establishing a clear plan The best time to plan is while you’re still earning an income. By discussing the amount you’ll require, we recommend a solution and carry on reviewing it.
- Building an income There is a multitude of ways to fund your retirement. But we’ll establish the best strategies for you to ensure you have a sufficient level of income.
- Providing peace of mind You want to relax during your retirement, which is why we must put in the work beforehand. By doing this now, you can rest assured knowing it’s all taken care of.
The value of advice
Yes, we offer professional advice and take care of your worries, but our value goes beyond that.
We turn the complex into something simple and enable you to understand your finances. We deal with sensitive solutions with empathy and build a relationship formed of trust. Value might be hard to quantify, but we make it look easy.
More of life’s big questions
Our work encompasses all of life’s major events and we have specialist advisers on hand to navigate your worries.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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