How much is enough to retire on?
It's not just a number; it's the key to reaching your dreams and building a retirement that you’ve worked hard for.
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Retire in style
Craft a financial safety net
There comes a time in life when you need to step away from your business and enjoy your golden years. The key to this is to set aside money early on to ensure you have a solid financial cushion and prepare for the sale or exit of your business in advance.
The concept of “enough” varies from person to person, but what truly matters is gaining a clear understanding of the retirement lifestyle you desire, and then charting your financial path accordingly.
How we help you…
Assessing your position
Our emphasis is not on numbers displayed on a screen. Instead, we offer engaging visuals to bring clarity to the bigger financial picture and provide a clear overview. Using ‘what-if?’ scenarios, we’ll establish how much you need to cover future expenses and live a comfortable life.
Preparing for sale
No matter how much you love your business, there comes a time when you must start to think about how and when you will retire or sell your business. We’ll start planning so your business is in great financial shape when the time comes, and you end up with enough to maintain your lifestyle.
Financial planning
Our goal is for you to have enough money to enjoy the rest of your life. Part of this might include tax-efficient investments, creating an income during retirement and preparing for later life. Your journey is our journey, and we are committed to fine-tuning your financial plan as your life unfolds.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.
Step 2
Status check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.
Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “Can I retire early?”.
Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.
What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?
Eden Gate Financial Planning is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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