Planning retirement
It’s never too early to start considering how your finances will look when you finish work and the changes you need to make.
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The next chapter
It’s normal to feel uneasy about a milestone moment like entering retirement. But with a full financial plan in place, money worries don’t need to be part of that.
With my help, you’ll get a clear overview of your financial position as retirement draws closer. Together, we’ll take the necessary steps to make your prime years as comfortable as possible.
I do
what I do
A key part of your financial plan is looking at where you are now, understanding how this could change, and identifying the right solutions. First, we’ll talk about what you want to achieve in retirement. Then we’ll use the latest software to see how different decisions and life events could affect this, so we can make sure you stay on track.
Pension planning is crucial to a successful retirement, so this will be a priority when we work together. We’ll review any existing pension pots held in your name, including ones you may have forgotten about. If more suitable options are available, I’ll switch them over on your behalf, leaving you with one less thing to worry about.
With years of financial services experience, I can ensure your pension pot is invested in a way that provides the right level of growth for your needs. If you have a separate investment portfolio, I can review how it’s performing. If there’s room for improvement, I’ll use my deep-rooted professional connections to secure more favourable terms.
There’s no point in working hard to build retirement funds only to leave them exposed to risk. Producing a comprehensive financial plan together gives us a clear picture of both your wealth and personal circumstances. Using this information, we can address any protection needs you have, such as life insurance, critical illness cover, and more.
What I don’t do
Anything on your behalf that you haven’t expressly agreed to.
Treat our partnership like a one-off, short-term transaction.
Final salary pensions transfers. I can refer you to a trusted third party instead.
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A client since 2017
We’d have no hesitation in recommending Polaris Wealth Management. If we have any questions regarding our investments, Greg is always available and provides sound advice.
A client since 2021
Since working with Greg, my confidence, as well as my knowledge and understanding of investing, has grown. This is because Greg takes the time to listen carefully and then to explain things in simple terms.
A client since 2015
Since working with Greg, our confidence and understanding of our investments has grown because of Greg’s knowledge and expertise, and the trust we have in him.
A client since 2019
After research, we found Greg. He listened to our needs and learned what assets we had, and questioned us fully so that his recommendations would meet our requirements. He had a personal touch and patiently listened and answered our questions.
A client since 2021
Our financial future is clearer and more organised after working with Polaris Wealth Management.
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How it works
Financial planning should be a partnership, not a transaction. With Polaris Wealth Management, you’ll follow a simple six-step process that offers expert support at every stage.
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Introductory call
Discovery meeting
Investment discussion
Planning Meeting
Implementation
Ongoing review
Find me on VouchedFor
I’m thrilled to have been awarded Top Rated status every year since 2016 by VouchedFor, the UK’s leading independent review site for financial planners. Click or tap on the badge to read my reviews.
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