You have worked hard for your wealth. Now is the time to enjoy it.
Gone are the days when people slowed down at retirement. Now more than ever, many of our clients want to see the world, pursue new hobbies and interests, or shift their focus to charity work.
At Quilter Cheviot, we want you to get the most from life after work, so it is important to make the most of your pension.
Your dedicated investment manager will structure a portfolio with the objective of providing you with a regular income and will discuss with your pensions adviser the best way to take your pension benefits, based on your individual circumstances and objectives.
If you’ve enjoyed a successful career and find yourself unsure as to what to do now, the options are endless. With a little careful planning, you can take advantage of any opportunities that come your way – whether you want to take a lump sum or take a regular income from your portfolio to ease yourself into retirement.
After years of hard work, you want to enjoy your retirement. However you might also want to think about wealth transfer to the next generation – do you want to set aside an amount to pass on to your loved ones? We can help you plan to do this as efficiently as possible.
Come and see us so we can start working to get you closer to your personal financial goals.
Whether you enjoy the occasional glass of Sancerre or you're looking for a vintage to invest in, it's worth knowing the expert recommendations.
Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.