Financial Planning For Retirement / Already Retired
New Vision Wealth Strategies provide a comprehensive range of assistance and support to retired clients.
Our aim is to remove the hassle of wealth administration and bring simplicity and peace of mind to you.
We believe wealth is about so much more than money, that’s why we start with you and not your money.
Take away the complexity of managing your financial affairs, we can help you to plan for the future with clarity and ease...
We are here to find out what you really want from life, what’s really important to you, and how you would like to shape your future.
Our service is tailored to your specific needs and includes the following
Regular meetings
We acknowledge that you will want to be seen regularly, the only
question is how often? At the beginning of your journey, we mutually
agree an annual review schedule that works for you, locking in key
dates and timing.
Keeping you informed
During times like these clients have told us they would like to stay close
and be kept informed on a regular basis, so that’s exactly what we do.
We know you are busy, so we act as your eyes and ears and only get in
touch when something affects you directly. All communications will be
short, sharp and to the point - no fluff.
Adviser access
If you need to contact your adviser between review dates we are
available via a range of communication options. We also work with your other advisers, acting as a facilitator, holding the big picture and using our own and other specialist's knowledge and experience.
How we help Retirees
Helping with your concerns about the future
Answering the questions how much is enough? And will I ever run out of money?
Removing the hassle of wealth administration
Simplifying everything that can be simplified.
Actively listening to your needs and aspirations. In other words, using plain English to explain complex terminology.
Creating sensible strategies to manage your income
Helping you secure enough income to support your lifestyle through all market conditions. For as long as you live.
Providing investment advice
Managing risk and reward, giving you access to a wide range of investment solutions to suit your preferences. Including our robust, tried-and-tested, in-house solution.
Ensuring that you don't take any more risk than is necessary to meet your objectives.
Dealing with broader family issues
Finding money for education for children or grandchildren.
Advising on a property purchase or debt reduction for your children.
Gifting money sensibly and safely down through the generations.
Pension planning guidance and advice
Demystifying and guiding you through the complex pension areas such as income drawdown, annuities and other retirement options.
Mitigating tax to make your money go further
Ensuring every bit of tax saved goes straight to your pocket making your money last longer and enabling you to enjoy your well deserved retirement lifestyle.
Inheritance tax and estate planning
Protecting your assets by ensuring the right funds end up in the right hands at the right time.
Drawing on our trusted network of specialists when required.
Contact Form
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