Retirement & pensions

Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. This might be in a care home, but we have found that, since the pandemic, many people now prefer the idea of being looked after in their own homes.

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.

Khaled Miah, Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

Experts from both our Chief Investment Office and our Wealth Planning team came together to discuss their thoughts on the rapidly changing global economy – and the potential impact on you as an investor.

Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.