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 addressed

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. These sessions are usually conducted in 2 x ½ day sessions.

• 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.  

 VERY HIGH CLIENT SATISFACTION IS ACHIEVED WITH THIS SERVICE