Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content
UK

Your guide to investing during retirement

Making your money work the best for you doesn’t stop once you’re retired. Continuing to grow your wealth after finishing work can be vital to ensure your legacy. 

Matthew Swatton, Wealth Planning Director, answers some of your questions about investing during retirement.

Book a free early retirement planning consultation

Book a free consultation with an independent Wealth Planner to find out how we can help you save and invest tax-efficiently for the early retirement you want.

Request a callback

You may also be interested in:

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing. The tax treatments set out in this communication are based on our current understanding of UK legislation. It is a broad summary and cannot cover every circumstance and it does not constitute advice. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Photo of Matt Swatton

Matt Swatton

Wealth Planning Director

With over 16 years of experience in financial services, Matt has provided advice at various firms across different market conditions. He specialises in helping new clients deal with sudden windfalls, such as inheritances or lottery wins, but also advise on a broad range of financial issues. 


0121 2225072
LinkedIn

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.