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Your guide to investing for early retirement

1 December 2021 in Retirement & pensions, Wealth/financial planning, On-demand events

Most of us imagine our future once we’ve retired. Considering your circumstances, this could this be a reality sooner than you think.

Matthew Phillips, Director of Wealth Planning, discusses what to consider when planning for early 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 Phillips

Director of Wealth Planning


020 7523 4596

Wealth management updates

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.