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Your guide to investing during retirement

17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

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.

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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.

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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
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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.