Later Life Financial Solutions

Helping you plan for a comfortable future

Are you on track for a comfortable retirement? As life expectancy rises, many of us can expect 45 years in employment followed by 30 years of retirement.

Whatever your age, personal circumstances and fortunes right now, with the right team listening to your ambitions, your later life goals are achievable.

As you journey through life, we will guide you over hurdles. Eventualities such as changes in your family’s wealth, voluntary or forced retirement from your business, bereavement, relationship breakdowns, long-term illness, nursing home or care fees will require some flexible thinking. This is exactly where Albert Goodman people excel.

We will assist you to strike the right balance between:

  • Providing parents, your partner and siblings with financial support
  • Investment risks and returns
  • Releasing equity in your home and business
  • Distributing assets and inheritance tax planning
  • Securing a tax efficient income that will see you through the rest of your life.
  • Financial certainty for care in old age or for illness
SOLLA
Albert Goodman Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
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