Having entered or being close to entering your retirement, one of your main focus points will be on how to live comfortably and sustainably. With so many different options such as an annuity, drawdown, Individual Savings Accounts (ISAs) and many other strategies to choose from on how to derive the retirement income, HALE Wealth Management can help you manage your portfolio so that it is working optimally for you given your immediate and longer-term needs, taking into account the appropriate levels of risk for your individual circumstances. Longevity.
Investment value can fall and rise and or the income received from it, may stop or rise. You may not get back the original capital invested. Anything written on this website should not be considered as a recommendation. Please get in contact to discuss suitability of this service as it may or may not be suitable for your circumstances.