retirement plan

3 steps to a successful retirement plan

3 steps to a successful retirement plan

Plan your retirement with Holland Hahn & Wills.

As financial planners, Holland Hahn & Wills has many conversations about what constitutes a successful retirement plan. Here are 3 top tips:


Assess Your Current Situation

Carry out 2 simple calculations:
Total savings/investments (inc. pensions) – Total Debt (inc. Mortgage) = Net assets*
Monthly after-tax income – Monthly expenditure = Amount available for retirement planning


Estimate your potential retirement situation

How do you plan to fill your time in retirement? Travel? Voluntary work? A hobby? Our Psychology of Retirement Guide helps you think about this chapter of your life. You may need to consider reducing current expenditure to save for your future – you will not be alone. Consider potential investment returns and long-term inflation and factor these into your calculations.


Invest wisely – plan ahead

Retirement planning can secure your future. It is too important to be left to chance. Holland Hahn & Wills LLP have been successfully helping families plan and invest for retirement for over 30 years. We offer impartial, objective advice.

Give us a call to discuss your plan. An initial chat is free, with no obligation and could save you a lot of worry.

Holland Hahn & Wills

020 8943 9229

This article is for information purposes and should not be treated as advice. Individual circumstances should always be considered prior to purchasing any financial products. Investing involves risk – the value of investments and income from them may fall as well as rise and is not guaranteed.