Here are a few big questions to consider ahead of your call:

• What does retirement look like to you? Do you see yourself traveling, spending more time with family, or pursuing hobbies?
• What do you want to retire on? Have you thought about the level of income you’d need to maintain your lifestyle?
• Do you have plans for gifting to your children during your lifetime? Or would you prefer to leave a legacy after you’re gone?
• Are you happy with how your investments and savings are structured?
• Do you have any concerns about tax efficiency and how your wealth is managed?
• What are your financial goals or worries?

No need to have all the answers before our call, but giving these some thought will help us tailor our conversation to your priorities.

If you have any questions beforehand or need to reschedule, reach out by emailing us on office@seymourfinancial.co.uk.