Enjoying retirement
We’ll help you plan and care for your finances, so that you can enjoy life when you retire.
We’ll answer questions
such as:
- Do I have enough money to last my retirement?
- I’m 60 or over, is it too late to seek financial advice?
- Can I make my wealth work harder for the whole family?
- What estate planning measures should I take?
- How often should I be reviewing my finances?
Come into your prime
However well-off you are, retirement brings its own kinds of money challenges. You may worry about not having saved enough or perhaps you have questions about Inheritance Tax and leaving a legacy.
When you work with Bloom, we take the time to discover what makes you tick and listen to your goals for retirement – big or small. Understanding them will help us work out a financial plan that’s right for you. We specialise in intergenerational wealth management and will work with your family to ensure your money protects and supports everyone involved.
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.
