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With improving life expectancy and advances in medical care, the period covering our non-working lives can realistically span several decades. There will also be different priorities, concerns and unknowns cropping up throughout this period; your financial strategy needs to be able to accommodate all of these variables and avoid outliving the assets in your estate.
At Claritus Wealth we carefully consider your short, medium- and long-term needs and build your personalised strategy with specific elements geared towards meeting this variety of financial priorities; this is then regularly reviewed and appraised against your evolving circumstances and priorities, making changes as required.
We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?
Most of us are likely to change employment several times during our working lives and will end up with several different pension pots as a result. In the same way that most employers will have different cultures and ways of working, so two pension schemes are likely to have very different characteristics.
When you add into the mix the fact that the government has changed rules surrounding pensions several times in the last two decades (sometimes introducing new flexibilities, other times closing advantageous features), it is crucial to know what is inside your various pension plans and how they can best work for you.
At Claritus Wealth, one of our core specialisms is our Pension Review Service, where we will analyse your various pension plans, isolating core and important features and review their positioning and progress against your long-term financial objectives.
We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?
Most people may well have collected a range of financial assets over their working lives which don’t seem to fit together or sit completely at odds with their financial priorities.
At Claritus Wealth our focus is to understand your key concerns, your financial milestones over the whole breadth of your life and build a plan to cover all the various stages of your life. Our service proposition is structured to work with you on these plans throughout your life, providing continuity but also a deep understanding of what is important to you and your family.
We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?
With increasing longevity (someone born today could expect to survive into their 80s, and with an increasing proportion of society now living beyond their 100th birthday – according to the Office for National Statistics), it is crucial that you have a plan so that you do not outlive your assets.
At Claritus Wealth, we spend a lot of time understanding the finances which will make up your desired lifestyle, throughout the whole of both your working and non-working life. This is used to build a living plan to enable you to reach a point when you can stop working and/or have the means to stop working.
We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?
This website uses cookies to ensure you get the best experience on our website. By continuing to use this site you are consenting to our use of them. For full details please read our Privacy Policy