Can I afford to retire?
See real-life examples demonstrating the importance of cashflow modelling when deciding if you can afford to retire. Our experts will also discuss the potential impact of recent inflation increases on many people’s retirement plans.
Find out more about:
- Why cashflow modelling is often the first step when creating a financial plan
- How a financial planner can help you to navigate your retirement
- The impact of inflation and rising costs on your money
- The potential impact of tax on your retirement income
- How you can make sure your future is financially secure in the current uncertain climate
Key take outs from this event:
Learn about the benefits of cashflow modelling and the impact of recent inflation increases on many people's retirement plans.
Speakers
Mark Wilkins
Financial Planning
Mark is experienced in many areas of finance including international lending and financial planning both B2B and B2C, Mark has been with Evelyn Partners for over 10 years.
Key Focus - Mark is both a Managing Partner and practitioner for Evelyn Partners. Leading the team in the South West and developing our professional relationships with a focus on US and intergenerational planning.
Graham Dixon
Financial planning
Graham joined Evelyn Partners in 2007 and has over 23 years of experience in financial services. He works with private clients, providing financial planning and wealth management advice and empowering them to make the best choices for their own and their family’s future. He is a Chartered Financial Planner and Fellow of the Personal Finance Society.
James Grayson
Investment management
James started his investment career over 25 years ago and joined Evelyn Partners in 2021. He manages portfolios in a wide range of tax environments and legal structures, including trusts, pensions, family investment companies and people with non-standard residence and domicile. His clients range from successful entrepreneurs to lottery winners.
Disclaimer
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
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