Approaching retirement
We’ll help you navigate your retirement with renewed confidence.
We’ll answer questions
such as:
- What tax will I pay on my pension pot?
- When is the best time to take my pension?
- Can I continue my lifestyle in retirement?
- Can I still provide for my children?
- How much money do I need to retire and what’s achievable?
Reach your full potential
Having the courage to take the leap into retirement relies on overcoming the fear of the unknown. After years of earning and providing for your family, it’s only natural for you to feel cautious. Our team will be there to offer guidance and expert advice as you get closer to this major milestone.
Approaching retirement means shifting gears. At some point you may need to switch from accumulation to conservation or drawdown. That’s a big adjustment, but with our expertise in retirement planning, we’ll tell you what is achievable, improve tax efficiency and give you a glimpse into what the future could look like using cashflow modelling. We’ll find out what makes you tick, what your bucket list goals are and establish when you can afford to retire.
Our goal is to see you thrive as you take the next step on your journey.
Our expertise extends to people who are:
"Working with Bloom gave us clarity, simplified our finances, and made our future feel secure.”
Hear their story
"It was refreshing to work with someone who truly listened and tailored their advice to our goals.”
Hear their story
James and the team helped us to realise our goal by bringing everything together in a very clear, understandable package.
With the help of James and his team, our initial objectives were promptly and efficiently achieved. The groundwork for our future retirement income has been put in place.
James explained everything we needed to know in a courteous and easy to understand manner. Any queries outside of our regular meetings and calls are dealt with very promptly.
What do our
clients say?
We want to make a positive impact on every client’s life and help their finances bloom. We’re proud of the positive feedback we’ve received.
