Personal Wealth Management / Retirement

Strengthen Your Financial Future in 15 Minutes

15-Minute Retirement Plan Guide

Let Us Help You Plan a Comfortable Retirement

The purpose of The 15-Minute Retirement Plan and ongoing insights is to help minimise your risk of running out of money when you need it most. You’ve worked hard to build up your savings—see how you can turn that hard work into a comfortable retirement! From establishing goals and objectives to strategising important trade-offs, get guidance preparing—or reviewing—your retirement plan with this must-read guide and ongoing insights!

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Making the wrong financial moves could put your entire retirement at riskβ€”even if you’ve saved a large nest egg. With Fisher Investments UK, you can learn to navigate certain risks by answering four key retirement questions:

  • How long do you need your portfolio to last?
  • How can you plan for the impact of cash distributions and inflation?
  • How do you establish a primary investment objective?
  • How do you know which trade-offs to make?

Our goal in sharing this retirement planning information is to help you feel confident navigating your comfortable retirement. It is also an opportunity to showcase how we think about money management. Fisher Investments and its subsidiaries use a proprietary investment approach based on empirical data and careful analysis—even when it seems to go against conventional wisdom. If you like what you’ve read, have questions or simply want to learn more, we invite you to call us at 0800 144 4731. For qualified investors with Β£250,000 or more in investable assets, we would be happy to arrange a free consultation with one of our investment professionals. Of course, there is no obligation for these services.

Get here your 15-Minute Retirement Plan and ongoing insights today!

Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.