ALREADY RETIRED

We'll help you answer all your money-related retirement questions, and give you more time to enjoy this exciting chapter of life.

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ALREADY RETIRED

Retirement is a time to enjoy the rewards of years of hard work, pursue lifelong passions and savour the freedom to focus on the things that matter most. Wherever you are in your retirement journey, you might be wondering:

Have I got enough money to live the life I want, now, and in the future?
How can I source the money I want or need from my various savings, investments and pensions in the most optimal way?
How can I make the most of this phase of my life, while helping the people I care about thrive too?
How can I pass my wealth on to future generations in the most tax-efficient manner?
If needed, will I be able to cover the cost of care, for myself or my family?

At Cooper Parry Wealth, we support retired individuals and their families through this important phase, helping you to simplify your financial affairs and align your wealth with your values.

HOW CAN WE HELP YOU GET THE MOST OUT OF RETIREMENT?

We’ll be your trusted partner through retirement, helping you take stock of your savings, understand your ideal life and how much money you’ll need to live it.

Then, we’ll put together a meaningful financial plan that ties all those elements together. This plan will be collaborative, continually reviewed and always evolving, with technical advice covering investments, tax minimisation, risk management and many more areas too.

If your finances feel scattered, with investments here and accounts there, we’ll help you streamline and simplify everything. This makes managing your finances easier for you today, and easier for your family in the future.

Through it all, you’ll have an expert coach in your corner. We’ll help you make the best decisions with your money, avoid any costly mistakes, do everything tax-efficiently and put the foundations in place to pass on your wealth to those that matter most and leave a lasting legacy.

WHAT OUR CLIENTS SAY

"CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look forward to working with them in the future."

“We have enjoyed cruises, trips to Disneyland and helped with the children’s weddings – it feels great to be so in control of our money that we know we can afford to do this whilst maintaining our standard of living and saving for the future.”

“We have a great relationship with Cooper Parry Wealth, the team is always welcoming and so is the office! I would recommend them to any of my friends. Most importantly we reap the rewards of their advice every day and seeing our aspirations coming to fruition is amazing!”

HOW CAN WE HELP?

Pension Planning Investments Life Assurance School Fees Planning Long Term Care Planning Inheritance Tax Planning Minimising Tax Liabilities Philanthropy

LIFE STAGES WE SUPPORT WITH

Looking for wealth management support through all your key life stages and events?

Cooper Parry Wealth can be your sounding board. We’ll give you complete peace of mind about your personal finances, an award-winning team of experts in your corner, and more time to do the things you love.

If you’re going through any of these stages in life, we’ve got specialists on hand to support you.