Retirement Planning for The Life You Want
Your retirement could last 30+ years. Your plan should fund the whole thing: the travel, the family, and the freedom to change your mind.
Your retirement could last 30+ years. Your plan should fund the whole thing: the travel, the family, and the freedom to change your mind.
Your Retirement
Roadmap The biggest question comes first: can you afford to stop, and when? We cost out the retirement you actually want and use cashflow modelling to find your number, so you know the exact moment you’re financially free.
Tax Efficiency
& Pensions We look beyond basic dividends to identify every tax relief available to you. From maximizing annual investment allowances to utilizing R&D tax credits, we ensure your business growth doesn’t trigger punitive personal tax liabilities.
Protecting
Your Legacy We help you pass on more of your wealth to the people and causes that matter to you. From inheritance tax planning to gifting and estate planning, we build your legacy into your wider retirement plan rather than leaving it until later.
Making Your
Money Last We map your future income and spending to show how long your money could last. By planning for different scenarios, market conditions and unexpected costs, we help you spend with confidence without losing sight of the years ahead.
The question I’m asked most as people approach retirement isn’t “How much have I got?” It’s “Will it last, and what is it really for?” A good financial plan answers both.
At First Wealth, we help you understand your number, turn your savings into a secure, tax-efficient income, and build a retirement with purpose, so you can stop worrying about money and start living.
High-touch, bespoke planning for complex wealth and legacy.
Many people reach retirement with a healthy pot but no real plan for turning it into a life.
Our Measure Wealth by Wellbeing guide sets out our whole approach to financial planning for retirees, the six pillars we use to build security, independence and peace of mind for our clients.
Portfolios ranked in the top 10% by the ARC Private Client Indices (PCI)
Evidence Based Investing approach
Certified B Corp
Wealth by Wellbeing philosophy
5 Google and VouchedFor
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Transparent and fair fees
View our fee structureKeep Your Wealth
Your first meeting is all about you. Together, we’ll look at where you are now, where you want to be, and how to shape a clear plan to get you there.
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