Patrick Wayne Wealth Management understands that many people in their sixties and beyond are approaching or have entered retirement.

That's why we offer a range of services that can help individuals in their sixties and beyond plan for their financial future, including making full use of ISA allowances, reviewing their retirement income, and intergenerational planning.

One of the key considerations for people in their sixties and beyond is making full use of ISA allowances.

ISAs are a tax-efficient way to save for the future, and you can make contributions up to a certain limit each tax year. We can help you understand the different types of ISAs available, such as cash ISAs, stocks and shares ISAs, and innovative finance ISAs, and guide you in selecting the right one for your needs.

It's important to review your retirement income to ensure that it will meet your needs. We can help you understand the different sources of retirement income, such as pensions, annuities, and investment income, and guide you in selecting the right combination to meet your needs.

Finally, intergenerational planning is becoming increasingly important as people live longer and have more complex financial needs. We can help you understand the different options available, such as trusts and gifting, and guide you in selecting the right one for your needs.

At Patrick Wayne Wealth Management, we understand the unique financial needs of people in their sixties and beyond. Contact us today to learn more about how we can help you plan for your future and enjoy your retirement.

The value of investments can fall as well as rise and you may not get back the amount originally invested.