Make sure your finances keep pace in your retirement years
Life expectancy is increasing by 2.5 years every decade.
After a working life accumulating your pension and savings, you’ll want to make sure your money provides for you later in life.
Edale can talk you through all the options available to you.
At retirement planning
There are a numerous options available to enable your pension to provide for you in your retirement years. The tax you will pay will vary depending on the route that you feel is best to take.
Removal of the compulsory requirement to purchase an annuity (agreement to pay an income for life) with your pension means freedom. There are many other options to consider and each has benefits depending on your finances, needs, well-being and plans. We can help you gain a better understanding of all the options available. Helping to advise what best fits with your retirement plans.
It’s personal
Every client is unique. Every person has their own aims and ambitions. Their own plans for retirement.
We help to advise your wealth, guide your financial affairs and ensure financial security.
We are members of Society of Later Life Advisers (SOLLA) and have procedures for care and wellness of older and vulnerable clients.
Contact us on any method below to speak about your needs.
Financial planning we can offer at retirement and later life
Deal fee + account maintenance
Edale as gateway to financial markets
Web tools and product information
Benefit from institutional partnerships
Variable prices
Complex financial arrangements
Frequent 1:1 contact
Monitoring + adjusting financial plan
Access to the team at any time
Annual % fee
Personal financial plan
Yearly 1:1 meeting
Monitoring + adjusting financial plan
Access to the team at any time
Pay as you go
One-off need for advice
See team via pay-as-you-go model
Advice on specific circumstances
Mandate driven by you