How we work
How we work with those approaching retirement
Now that you are getting close to retirement and drawing upon your pensions we understand you have different needs. We act as your Personal Finance Director. We’ll identify what you want to achieve in retirement, the associated costs and link to your resources to create a financial cash flow model.
We maximise investment opportunities, minimise income and Inheritance Tax, and ensure that in the event of your death your family can carry on as normal.
In retirement you need enough purpose to wake up in the morning and enough money to sleep at night.
We achieve your goals through our financial planning program - Financialsense®. Via the creation of a dynamic financial plan, combined with ongoing planning, delivers multigenerational financial freedom to ensure your estate planning is in order and transfer wealth to younger generations to mitigate Inheritance Tax.find out more
We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.
Dominic & Jane Facci