If the answer is yes – it should be well worth giving us a call. Please get in touch for a no obligation chat to see how we can help; we’d love to hear from you. Clients tell us they find dealing with Lowland a breath of fresh air. You will always talk to a real person – with your best interests at heart.
You are saving as much as you can but retirement is still some years in the future – possible issues are:
We would love to show how you might benefit from our bespoke advice and guidance. Why not have a look at these short explanations of how we have helped other people planning ahead for retirement in these client stories (based on real client situations).
When you retire there are likely to be many questions, for example:
A critical question for many is “How can I be sure I’ve made the best choice for my pension?” and “Should I take Tax Free Cash and what are the options for my income – annuity, income drawdown etc?” We offer a Free Guidance meeting to explain the options and help you decide what to do.
Whatever your circumstances – our advice and guidance at this critical stage where you may need to make one-off irreversible decisions should prove highly valuable.
If you want see examples of how we have helped other people about to retire – check out these case studies based on real situations where we have made a significant difference.
You are no longer working, so it is unlikely that new money will become available (unless you inherit or downsize).
You need to make what you have last as long as possible for the benefit of you and your family. Possible concerns where we can help might be:
Here we have listed examples of how we have helped clients already retired to make more of what they have.