Who knew I'd be an Influencer in Retirement?
You have the power to transform your family’s future.
As you approach a phase of life where you are winding down work and thinking ahead to retirement, you are in a unique position to make a lasting impact on your family’s future.
Create a Legacy
When you have what you need—a comfortable home, stability, and a vision for the future—it’s the perfect time to think to your loved ones. Imagine the joy of seeing your family buy their first home or launch a new business? You can be the catalyst that helps make those dreams a reality.
Your Happiness Matters
Your happiness is more than just your own wellbeing; it’s rooted in the success and happiness of your loved ones. With your support, they can achieve milestones that will change their lives forever. With your vision and our expertise, we can design a tax-efficient retirement plan that not only secures your future but also creates a meaningful legacy for generations to come. And it can be while you are alive to see the joy that would bring.
It’s at Your Fingertips
Our team are here to guide you to give your wealth meaning. Taking into account new tax rules on the horizon, we can create a plan that works for you.
Contact us via the website to set up a meeting.
”Helping our clients to create a legacy isn't just about financial planning; it's about reigniting their sense of purpose and connection to family.
When you help your loved ones achieve their dreams, you don't just change their lives—you put yourself on the map. It empowers you and gives your money real meaning.”
Rodney Spiller, Director & Wealth Management Adviser
"If I live into my 80s, my kids will be in their 60s. They don’t need an inheritance then, they’re more likely to need it now." — Adrian Hick, Financial Adviser.
Adrian knows that someone’s thoughts on inheritance isn’t just about what you leave behind, it can also be what you can help make possible today. A living legacy. For him, good financial planning means taking control, making smart decisions, and giving at the right time, not just the right amount.
Watch the video to hear why, with the right advice, you could give more to those you care about – while you’re around to see their faces – and less to HMRC.
Change the course of history and give your money real meaning.
Rodney Spiller Wealth Management Ltd
Bringing your financial aspirations to life through expert planning
