RETIREMENT PLANNING & PENSIONS
“Do I have enough and how long will it last?”
We can help you answer both of these questions with confidence.
If you are considering retirement soon you will no doubt have some very important financial decisions to make. Co-Navigate can help you make sense of your options, and guide you towards making the choices which are right for you.
It maybe that you are already retired and would like some help creating a spending and/or gifting plan. Knowing how long your money will last and ensuring you’re spending enough is crucial for pensioners in today’s world of pension freedoms and ever increasing life expectancy.
If you’re still working, then we can help guide you towards your retirement. By analysing all of your pensions and other assets, we can determine what you need to do in order to retire when you would like to.
Please contact us for a no-obligation chat to see how we can help.
LET US BE YOUR GUIDE…
ETHICAL INVESTING
An area we feel passionate about is offering expert advice in the area of ethical investing, or Socially Responsible Investing (SRI). We place your unique beliefs and values at the core of our planning.
MORTGAGE ADVICE
Finding the right mortgage is more than just obtaining the best rate, it’s about making sure every element of the mortgage suits your personal circumstances.
MEET THE TEAM
We are a dedicated team of financial professionals that will put you firmly at the centre of everything we do which enables us to run a genuinely client-focused business.
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7 books about finance that could broaden your knowledge7th January 2022 - 2:04 pmThis year, add some finance books to your reading list to broaden your knowledge and give you more confidence when dealing with financial matters. There are hundreds of books to […]