The experts we have at Perennial Wealth will be keen to understand your retirement goals. They want to get to know you. This is what will happen at the initial, free consultation. No need to talk finances here; this is all about us getting to know you, and you getting to know us. What our clients want from retirement is different every time. Financial freedom is always the goal. But how that looks, feels, and is, depends on the client. We understand this; we listen.
Afterwards, a bespoke, personalised financial plan will be given to you, suited to the goals you’ve described. Once approved, that’s when the fun begins: we will begin actioning the plan.
Once underway, there will be an ongoing service. We will track performance measures, legislative and tax changes, and market context, which will feed into our review of your plan.
Retirement planning is a big-picture plan. The long view. At Perennial Wealth, our promise is to be with you for the long-haul, every step of every way.
Please note: tax planning is not regulated by the FCA