People in their 60s

There comes a time when we decide, however reluctantly, it’s time to start preparing for retirement and move to the next chapter of life.

But with this decision undoubtedly comes some concerns. Do I have enough to retire? Will I be able to live the life I want to live? Will I be able to sustain my lifestyle?

Whether work has become no longer enjoyable, ill health has left you unable to work or you simply feel ready to find fulfilment elsewhere, transitioning into part-time employment or full retirement requires careful financial planning.

Your family

When you reach your 60s, your children have likely left home and become financially independent. Nevertheless, your family will still remain a big part of your financial plan; you might intend to help with cost of weddings, property or the arrival of grandchildren. Careful financial planning will ensure you’re able to continue supporting them.

Your retirement

Whether you want to retire tomorrow or are happy to work for a few more years to maximise your income, we will help inform your decisions; we will show you what your financial reality is and explore your options. We make bespoke recommendations based on your situation and ultimately transform your capital into a life-long fund that will support your aspirations.

Your lifestyle

As we start to think about retirement, it can be easy to feel anxious about the future and make unnecessary sacrifices. Financial planning will give you the security to enjoy today, safe in the knowledge that the future is taken care of. For example, if you want to transition to part-time work but are nervous about how it will affect you financially, we can show you the reality.

What do our clients have to say?

I have been a client of Taylor McGill Financial Services since 2014. At that time, I had a number of annuity style pensions, both private and company, which I wanted to transfer into a single drawdown facility. Daniel contacted the trustees of the funds to expedite a speedy and cost-effective reassignment and professionally dealt with the significant red tape required to do so very effectively. Since then I have retired and have found Daniel is always very prompt and attentive when I require funds. I find our regular meetings very informative, both in terms of aligning my drawdowns to my specific requirements but also in terms of understanding tax-efficient vehicles for future investments. All in all, I have found Taylor McGill and Daniel Taylor in particular, very professional and easy to work with. I am very happy to be their customer. Sean, Ravenshead A client since 2013
On my retirement, over ten years ago, my lump sum was invested in a low-risk portfolio which had been making satisfactory gains but was not actively managed. I have no aptitude for picking stocks and shares, but I need to feel that the right decisions are being made in regard to the placing of my financial resources. Recently I became the beneficiary of a bequest in the form of a percentage of a pension pot. I had no idea as to how to proceed with this sum and the legalities which attached to it. Daniel Taylor of Taylor McGill provided all the information I needed to make choices and guided me through the steps needed for the transfer of funds, taking note of my attitude to risk. Also, at my request, he examined my original portfolio and made sure that it will be held in a tax-free ISA. Throughout these meetings, he had relevant information at his fingertips and was able to answer my queries, either then or later, online. I am very satisfied with the service I received. Barbara, Suffolk A client since 2017
We have been using Taylor McGill as our financial advisers for approximately thirty years. Originally it was Simon who provided the advice, and latterly his son Daniel has taken over our portfolio. We have sought advice on pensions, ISAs and other financial transactions. We have always been more than satisfied with the advice received and have recommended them to several of our friends and colleagues. Being a small, family firm, we are seen by the same person each time, whether this be for our annual review or on any occasion when a need or query has arisen. We know the partners very well and we’re very grateful that we do not have to endure constant changes in personnel. They are always readily available, and we like the personal touch. Terence and Mollie, Nottinghamshire A client since 1991
I have been trading with Taylor McGill since the mid-1980s and continue to be very comfortable with their business attitude and product recommendations. Initially they took great care and time to understand our business, its structure and needs. Not only do I get first-class service from Taylor McGill, but over the years they have constantly monitored (and moved, if necessary) my investments and pensions as new legislation requires in an ever-changing market place. Steve, Leicestershire A client since 1991

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