No matter where you are in life, Cairn are here to help you take the next step.
Working
You are likely to be successful in your career/business and thinking about protecting your lifestyle and family, as well as starting to consider options for your retirement.
You may need help to think through:
The financial implications of a death or a serious illness
The implication of being unable to work
The age you may want to retire at
How much income you might need to live a comfortable life in retirement
Understanding the amount of savings required to create the income you want or need
Reviewing existing retirement plans and identifying any savings gaps
Understanding the different options open to you regarding your retirement
Maximising your savings and taking full advantage of your tax allowances
Protecting or de-risking the investments you have built up
Maximising death benefits for you and your spouse, partner or family
If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.
Working
You are likely to be successful in your career/business and thinking about protecting your lifestyle and family, as well as starting to consider options for your retirement.
You may need help to think through:
The financial implications of a death or a serious illness
The implication of being unable to work
The age you may want to retire at
How much income you might need to live a comfortable life in retirement
Understanding the amount of savings required to create the income you want or need
Reviewing existing retirement plans and identifying any savings gaps
Understanding the different options open to you regarding your retirement
Maximising your savings and taking full advantage of your tax allowances
Protecting or de-risking the investments you have built up
Maximising death benefits for you and your spouse, partner or family
If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.
“At all times, my experience with Cairn Independent has been professional and efficient. Queries and communication have been dealt with promptly by all members of the staff.”
“At all times, my experience with Cairn Independent has been professional and efficient. Queries and communication have been dealt with promptly by all members of the staff.”
