Retirement planning
Planning for Your Future, Today and Tomorrow
Retirement planning isn’t just about reaching the finish line—it’s about ensuring your wealth works for you both before and after you retire. At Brigantia Private Wealth Management, we guide you through every stage of retirement, helping you accumulate assets while you’re working, and then preserving your wealth to ensure it supports your lifestyle long into your retirement years.
Retirement planning is one of the most crucial aspects of financial management, and it’s never too early or too late to start. At Brigantia, we focus on a two-pronged approach: the pre-retirement stage, where the aim is to build and grow your wealth, and the post-retirement stage, where the emphasis shifts to wealth preservation and income management.
For clients in the pre-retirement phase, our strategies are designed to maximise your wealth-building potential, taking into account your time horizon, risk appetite, and retirement goals. Whether you are looking to build up your pension pot, utilise tax-efficient savings, or make long-term investments, we work with you to ensure that you enter retirement in the strongest financial position possible.
But retirement planning doesn’t stop when you stop working. Post-retirement, our focus shifts to preserving your wealth, ensuring it provides a steady income stream that supports your lifestyle through later life. We help clients navigate the challenges of longevity, healthcare costs, and potential inflation, ensuring that your financial plan adapts as your needs change. Our expert advisers will help you manage your drawdown strategy, annuities, and pension assets to keep your retirement plan on track.
Our retirement planning clients come from all walks of life—from young professionals just beginning to plan for the future, to those approaching retirement, and retirees seeking to make the most of their savings. What sets Brigantia apart is our personalised, ongoing service that ensures your plan evolves with you. We don’t believe in a ‘set it and forget it’ approach; instead, we continually review your plan to make sure it’s still aligned with your goals and circumstances, even after retirement.
Take control of your retirement, from start to finish. Click the button below to book a free, no-obligation introductory call with one of our experts, and find out how Brigantia can help you plan for a secure and fulfilling retirement.
For clients in the pre-retirement phase, our strategies are designed to maximise your wealth-building potential, taking into account your time horizon, risk appetite, and retirement goals. Whether you are looking to build up your pension pot, utilise tax-efficient savings, or make long-term investments, we work with you to ensure that you enter retirement in the strongest financial position possible.
But retirement planning doesn’t stop when you stop working. Post-retirement, our focus shifts to preserving your wealth, ensuring it provides a steady income stream that supports your lifestyle through later life. We help clients navigate the challenges of longevity, healthcare costs, and potential inflation, ensuring that your financial plan adapts as your needs change. Our expert advisers will help you manage your drawdown strategy, annuities, and pension assets to keep your retirement plan on track.
Our retirement planning clients come from all walks of life—from young professionals just beginning to plan for the future, to those approaching retirement, and retirees seeking to make the most of their savings. What sets Brigantia apart is our personalised, ongoing service that ensures your plan evolves with you. We don’t believe in a ‘set it and forget it’ approach; instead, we continually review your plan to make sure it’s still aligned with your goals and circumstances, even after retirement.
Take control of your retirement, from start to finish. Click the button below to book a free, no-obligation introductory call with one of our experts, and find out how Brigantia can help you plan for a secure and fulfilling retirement.