Prepared for UK professional advisers only. In this episode we meet three experienced financial advisers to delve into the challenges of personalised retirement planning.
Our guests share their approaches to managing the transition from accumulation to decumulation, including the use of cashflow modelling and the importance of understanding client vulnerabilities. They provide valuable perspectives on balancing withdrawal rates with risk tolerance, and the role of technology in client communications.
We are...
Prepared for UK professional advisers only. In this episode we meet three experienced financial advisers to delve into the challenges of personalised retirement planning.
Our guests share their approaches to managing the transition from accumulation to decumulation, including the use of cashflow modelling and the importance of understanding client vulnerabilities. They provide valuable perspectives on balancing withdrawal rates with risk tolerance, and the role of technology in client communications.
We are very grateful to Paul Blight of Tier One Capital, Linzi Deane from Augustine Financial Planning, and Kevin Salter of The Salterguide for joining us on stage at our 2024 annual investment conference, from which this episode is recorded.
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To learn more about Albemarle Street Partners, visit aspim.co.uk
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Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
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