This is the stage when your family is becoming independent. Your earnings are at their peak and you are approaching retirement. You are preparing your finances and future plans prior to your retirement.
During this life period, you will want to pay off your mortgage and other liabilities, grow retirement savings, review you pension, send your children to college or university, your working commitments and plan for retirement.
Reviewing your investments for retirement and checking your asset allocation will be important, since post-retirement you may not have a regular income, so start evaluating your options. Review your investments to ensure they will give you the benefits you require.
Our 6 stages to financial success:
Identify your current financial situation
Work with you to define your financial goals
Assess your current financial situation
Provide individual personal financial analysis
Recommend and implement your financial plan
Meet annually to re-evaluate and monitor your plan
At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.
We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.
Red Dot (Cymru) Ltd is registered in England and Wales number: 04254949.
Authorised and regulated by the Financial Conduct Authority.
FCA Financial Services Register number: 302540.
Registered Office Address: 73 Rhosmaen Street, Llandeilo, Carmarthenshire SA19 6LW.
If you wish to register a complaint, please write to Red Dot (Cymru) Ltd, 73 Rhosmaen Street, Llandeilo, Carmarthenshire SA19 6LW,
Telephone 01558 825950
or e-mail info@reddotgroup.co.uk.
A summary of our internal complaints handling procedures for the handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Privacy Policy | Terms of Use | Cookie Policy
Website design by Goldmine Media. © 2021 Red Dot (Cymru) Ltd.