1-1 Retirement

1-1 Retirement Sessions

Conducted by the clients personal retirement planning consultant (with the clients spouse if appropriate). This service offers a totally personalised planning service based on individual circumstances and needs. This 1-1 approach enables a much more open dialog and in-depth individual advice which is much more meaningful than any workshop can offer.

Key Points:

• Conducted in the clients home.
• Solid individual planning advice
• Personalised to individual needs
• Totally confidential bespoke service
• Any retirement planning subjects can be discussed.

Every client is different; this method of retirement planning gives the client a much more targeted planning process. This enables us to go into greater depth on subjects that matter to them, it also saves them having to sit through a full workshop which may cover subjects not relevant to their individual circumstances and need.

• Session 1 starts the planning process and gives the consultant a good understanding of the clients individual retirement issues.
• Session 2 is conducted about a week later giving the client and the consultant time to work on these issues and formulate an individual retirement plan.

Delivered in your employees home, with their partner if there is one, or if required it can be held, at a venue local to the client.