We particularly specialise in this area and find most of our clients who are in their fifth decade, often having completed over 30 years of work, have many ideas about their lives and dreams of retirement but find it’s too difficult to pull together, or to understand. 

At Wood & Associates we help you to make sense of the choices and options available to you. We help to plan your chosen path for the future and to bring clarity where none currently exists. 

Don’t let the complexity put you off – you’ve worked too hard and you owe this to yourself. Ask the questions, take the advice and help offered and then put into place a roadmap for your retirement future.

You don’t have to retire now of course, but through our lifestyle cashflow modelling support service, we find our clients start to see a way into a future they have thought about their entire working lives but never had the chance or added clarity to create. 

By organising a meeting with a senior adviser you can start to look at your future retirement with much more confidence.