After you have retired, your financial priorities may change significantly, particularly as you transition from earning an income to relying on your retirement provisions and savings.
Vale’s advisers offer a holistic financial planning service which encompasses the entire span of our clients’ retirement and their plans. We will work with you to ensure that your lifestyle in retirement can be funded in a sustainable and sensible way, working to mitigate any foreseeable risks or traps that may cause issues at a later date.
As holistic advisers, we can help in many other ways. Clients throughout their retirement may also wish or need to consider: