Lifetime advice

Alwyns doesn’t just provide its clients with help during their working life. We continue to offer constructive, professional help about financial decisions and life choices, both leading up to and during retirement.

Indeed, certain decisions can become more urgent and more important as we get older.

All the more reason then, to seek professional guidance.

Alwyns can give careful, considered advice on aspects of life, that hitherto, you may not have thought about or considered relevant to you. As John Lennon said: Life is what happens while you are busy making other plans.

For those nearing retirement

• Our experienced financial advisors will work with you to make sure that you maximise the size of your pension pot and minimise the risk.

For those in retirement

• Alwyns can help you monitor your investments to ensure the right balance of income in retirement and capital growth.
• We consider the impact of inheritance tax on your assets and propose tax efficient ways to pass assets down the family.
• Where appropriate, we can advise of the advantages and disadvantages of releasing equity from your home.

Long term care

Long term care may become an issue. Alwyns works with the whole family to ensure the right decisions are made at the right time. We liaise with our solicitor contacts to advise on wills and lasting powers of attorney in order to protect our clients’ hard earned assets.

Of course all these services call for the involvement of many different professionals.

Alwyns expertise lies in our ability to act as the central point of contact, in order to bring all the combined knowledge together to achieve the right results for you and your family.

We are very happy to visit clients in their homes and we always aim to present information in a straightforward, non-jargon manner.