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Compound noun,
Freedom to behave, act, or think in the way you want to in retirement without the fear of running out of money.
Retirement means many different things to each and everyone of us. We all have stories of our nearest and dearest’s retirement, how it looked, felt and changed their lives. The common definition of retirement in the developed world is the withdrawal from one’s position or occupation or from one’s active working life. Retirement can be on your terms or it can be forced on you by health or external factors; without question, everyone would prefer it to be on their terms.
At Latitude we know that retirement is more nuanced than the definition and that there are many individuals that swerve the ‘common definition’ to create a new future rather than a withdrawal. Therefore, retirement can be defined as a significant life event and often a decision that is only made once in life. The beauty is that it is your life event and it can be what, when and how you want it to be.
We understand and have many experiences of clients wanting support to define their ideal future. It is only once we have understood you and what you want that future to be that we get to work on showing how much is ‘enough’ to support your objectives and desired lifestyle without fear of running out.
Having reviewed your current circumstances, acting as your ‘Navigator’, we set out your personal strategy to deploy to move towards achieving your successful outcome. And much like a pilot adjusts his course according to his surroundings, we are there to guide and navigate you on your evolving journey.
We also know there are many, many myths, misconceptions and untruths surrounding retirement too. Here at Latitude we bust those myths and educate our clients to provide them with clarity for their retirement.
Following our ‘Degrees of Latitude™’ philosophy, your bespoke plan and strategy will help you to navigate from where you are financially towards your retirement goals and objectives.
These clients are typically over 50 and want to focus on their finances as their children move into adulthood. They aren’t sure exactly when they want to retire but most likely within the next 5-10 years.
They have questions such as:
They want comprehensive retirement planning and financial advice, not just someone that discusses pensions and investments.
These clients tend to be in their late 50s or early 60s and have a date in mind for retirement.
They have questions such as:
They want comprehensive retirement planning and financial advice, not just someone that discusses pensions and investments.
These clients tend to have attained the panacea of retirement and financial independence.
The have questions such as:
They want comprehensive retirement planning and financial advice, not just someone that discusses pensions and investments.
Latitude Financial is a Trading Style of Pyrford Financial Planning Ltd. Pyrford Financial Planning Ltd is registered in England & Wales – Registration Number 14319486. Registered Office – No 5 The Heights, Wellington Way, Weybridge, KT13 0NY.
Pyrford Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). To verify their status please visit the Financial Services Register – Firm Reference number 985418.
By clicking on any of the links you will leave the website of Latitude Financial and view the content of an external website. Latitude Financial, a trading style of Pyrford Financial Planning Ltd, cannot be held responsible for the content of external websites
The guidance or information contained within the website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK.
The Financial Conduct Authority do not regulate Inheritance Tax Planning, Tax & Trusts
