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ABOUT

Taking control & begin to plan isn’t just about money, but proper planning, deciding your new purpose in life & activities you’ll love doing & above all making sure you’re on the same retirement page as your spouse. Online financial services platforms are user friendly, lower cost than traditional advisers & can put you confidently in control of your planning.

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“The Retirement Risk Zone” starts around aged 50 & is when you really need to pay attention. Getting pension planning to the top of “to-do” lists before that’s almost impossible, but the earlier you start the better.

the retirement coach

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Image by Scott Graham
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  • Pension plans from previous employments?

  • Periods of self-employment where you have nothing?

  • An idea of what they’re worth, add up to, if you can afford to retire or how to convert them to provide income?

  • No idea of where funds are invested or how they’re performing?

  • An idea of how much you need to contribute to meet your target or if it’s possible?

  • An idea of how your pensions fit alongside other investments aimed at providing retirement income (eg property)?
     

Scary isn’t it? But it doesn’t need to be & many people are in better positions than they think.It’s never too late to take action & some no-nonsense, jargon-free guidance from a pension specialist will get all your ducks in a row at little cost.

Do you have...

“It’s Your Money!” Bringing light to the shadowy world of pensions he helped us understand how our pension works & how to get the best out of it. If your pension’s just a piece of paper in a drawer, get it out - blow the dust off & make sure it’s working for you. Richard’s the perfect person to help.”

Fanny Snaith

Certified Money Coach

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“It’s Your Money!”

The combination of guidance, information & coaching on The Retirement Coach Programme & implementation services provided by one of the online platforms will mean you’re no longer leaving retirement planning to chance.

 

This is your money & future - give it some attention. Get the right guidance by scheduling a free 30 min call, don’t leave it to chance.

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IMPORTANT INFORMATION
This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services.

The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 
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