Retirement Spending Planner

Many retirees find that their essential expenses in retirement take up a lot of their income.

That's why creating a budget to help get a general idea of what you’re spending is a smart decision.

According to a recent survey by Which?, couples need to generate an income of £42,000 a year to have a "luxurious" retirement that includes long-haul holidays and new cars - an amount that would require a pension pot in excess of half a million pounds.

But, is that what you need (or want) for your retirement?

The aim of the Retirement Spending Planner is to make it easy for you to determine how much you ‘NEED’ (your essential spending) and how much you ‘WANT’ (your discretionary spending), to get your ideal lifestyle in retirement.

Remember, if you haven't given much thought to how you'll fund your retirement lifestyle, your plans may be de-railed when the reality of your available budget sinks in.

DOWNLOAD THE RETIREMENT SPENDING PLANNER BY CLICKING HERE.

“I worked with Amyr on my long-term retirement planning. No ask was too difficult, no question left without a very clear answer and often he identified further areas to explore, creating more work for himself and more value to me. The cherry on the cake was simply how pleasurable it was to work with him.”

Yossi Dahan
(Director, Microsoft)

*****

“I would like to wholeheartedly endorse my financial adviser, Amyr. You would have to go a long way to find a kinder, patient and more honest person. A truly nice guy who is a pleasure to deal with.”

Jeanette Edmiston
(Partner, Cushman & Wakefield)

*****

“We worked with Amyr over a number of months to build a financial plan as a basis to enter retirement. Amyr is very personable, approachable and has demonstrated throughout a depth of knowledge, experience and foresight supported by a clarity of communication to enable us to confidently enter this phase of our lives.”

Paul Toolan
(
Programme Director, Xoserve)

*****

Here's what clients say

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Ready to start building your financial plan?

Then you can book a free, no obligation call with me.

We'll have an initial conversation to better understand your requirements and to see whether my services would be a good fit.

Amyr Rocha-Lima MSc FPFS CFP Chartered Financial Planner Kingston upon Thames
Amyr Rocha-Lima MSc FPFS CFP Chartered Financial Planner Kingston upon Thames