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Life Stages

Prime years

As the years pass and perhaps the kids grows up, the prospect of clearing debt comes into sight. In itself a blue sky moment. Retirement sits somewhere on the horizon, and the years ahead are key and irreplacable in building your future retirement. Attention turns to the flight path to retirement. A big proportion of our clients join us during this phase. Engage in designing the plan now, to enable an enjoyable and less stressful end to your career.

Many professionals at this stage in their career will have an existing adviser. You are, however, moving into specialist territory. Building and implementing a retirement strategy is a particular skill, requiring expertise.

An hour’s meeting is hugely informative to sense check your current set up, and to gauge whether further value could be added by a specialist. Click here to get in touch.

Our Team

View Profile Chris Bull

Chris Bull

Chartered Financial Planner, Head of Kellands Professionals

View Profile Andy Bradford

Andy Bradford

Independent Financial Adviser

View Profile Ian Boasman

Ian Boasman

Chartered Financial Planner

View Profile Charlotte Knight

Charlotte Knight

Chartered Financial Planner

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