Retirement Advice from Financial Experts in Ilkley

Plan for your retirement today!

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, to achieve this requires considerable forward planning.

"Wintersgill Associates helped me plan thoroughly for my retirement, I ran my own business and was unsure on an exit strategy, they gave me the support and advice I needed to successfully retire and pass on my business"

Joseph Anderson

Here are some important questions you need to ask yourself:

  • Exit strategies
    If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business?
  • Pension provision
    Have you made adequate pension provision and do you have the right type of pension?
  • Savings and investments
    Do you have the right balance between savings & investments and between high & low risk exposures?
  • Life assurance and long-term care
    Do you have adequate life assurance, have you made provision for long-term care and medical insurance, for you and your spouse in your later years.

We can help you answer all these questions and recommend solutions tailored to your particular needs, fill out our contact form below.

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