Financial Planning Services
Financial planning looks different depending on where you are in life. Whether you are building towards retirement, making the most of it, or thinking about what you leave behind, East Links Wealth offers clear, personal advice for every stage
Planning that fits where
you are right now
Future Planning
Retirement is closer than you think.
Is your plan ready?
If retirement is on the horizon but you have not yet started planning in earnest, the first step is to understand where you stand.
Future planning brings everything together: your pensions, investments, savings, tax allowances and expected spending. It helps you see whether you are on track, what choices you have, and what steps could put you in a stronger position before you stop work.
The aim is straightforward. Make the right preparations now so you can approach retirement with confidence rather than uncertainty.
Life after work
You have worked hard to get here.
Now make your money work just as hard.
Retirement should be the reward for a lifetime of saving, and the early years are often the most active and expensive. Getting your income strategy right from the outset matters.
Life after work is about building a sustainable, tax-efficient income plan around everything you have built up: your pensions, investments, savings and tax allowances. We look at where income should come from, when to draw it and how much to take, so your savings last and your lifestyle is protected.
The goal is a reliable income that lets you enjoy retirement fully, with the confidence that your finances are working as hard as they should be.
Legacy planning
Your future is secure. Now think about theirs.
Once your own needs and goals are secure, the question often turns to what happens next. How can your wealth support the people and causes that matter most to you?
Legacy planning helps you think through how and when to pass wealth on, whether that means helping children or grandchildren during your lifetime, making gifts in a tax-aware way, or putting a clear plan in place for the future.
We want you to feel confident that you have enough for yourself, while knowing that your wealth will make a meaningful difference to the next generation.
Important information: The Financial Conduct Authority (FCA) does not regulate Inheritance Tax planning.
Frequently Asked Questions
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The first step is to get in touch. In the period before we meet, think about what you want out of life and how much that would cost. If possible, think about how much income you need per annum to live your best life.
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One of our core beliefs is that you can't take it with you - we want all our clients to utilise their hard-earned wealth in their lifetime, whether this is spent, gifted or a combination of both.
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You can find our contact details, including a contact form, email address and phone number, on our Contact page. We are happy to meet in person, online or over the phone.
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Very straightforward. Becoming a client of East Links wealth will be done at a pace at which you are comfortable. Once onboard, we will meet and be in contact regularly. You are also welcome at our office at anytime for a cup of tea or coffee and slice of home baking.