The Retirement Deep Dive
Take out the guesswork when it comes to your retirement plans
Standing on the edge of an ocean is how some people describe their feelings towards retirement, and that’s not always a good thing.
That’s where Rodney Spiller Wealth Management’s invitation to their new service - The Retirement Deep Dive - can help.
It’s designed to ensure someone sails confidently through their retirement rather than worry as to whether they have made enough provisions in their pension pot.
Planning for later life is complex. Our service gives an individual the opportunity to put their wealth under the microscope.
The Deep Dive utilises state-of the art software to provide a comprehensive analysis of someone’s financial future. We are able to chart someone’s financial course to see it can withstand ever-changing circumstances in later life.
The software explores the ‘what-ifs’, providing a clear understanding of the potential consequences of decisions like selling a house, the cost of care or making significant purchases.
“I was a little sceptical about seeking help with retirement planning, and felt I had put the right plans in hand myself but this service changed my perspective completely. The forecasting software means I could actually see the impact of various decisions available to me, and at different ages too.
It’s given me the confidence and cues to adjust my retirement plans, and as importantly, the reassurance to spend some money now! Being able to see the consequences of having the things I want in my retirement, allows me to make informed choices today. I am really grateful to Adrian and the team for their support and expertise. It’s put my mind at rest, that’s for sure.”
Brian H, Private Client
From left to right, Adrian Hick with Brian at a client event in June 2024.
Testimonials
To take advantage of the Retirement Deep Dive, which is a no-obligation service offered by Rodney Spiller Wealth Management, either pop into the office at 59 Fore Street, Topsham or contact the Practice via email to make an appointment.
The process starts with an initial consultation that takes less than an hour.
