We specialise in helping families organise their financial lives in the run-up to retirement.
There’s a huge amount to consider; from thinking about sustainable withdrawal rates, to the amount of risk you should take in your portfolio.
The longer you have to make a plan, the better.
In short, we help you answer the big questions that keep you up at night:
- Do we have enough money to do the things we want to do with our life?
- What’s the most efficient way for us to take income from our assets?
- How much income can we take from our pensions without running out?
- Can we afford to help our family?
- Will we be okay?
The whole reason we’re here is to answer questions like these, for people like you.
Our HQ is in Cambridge, but we work nationally. Most of our meetings are now held remotely.
When you’re ready, we’d love to hear from you. Fill out our Contact Form or book a free introductory call here:
Don’t just take our word for it – hear what our clients have to say!
“Spiritus Wealth have helped us understand our finances and put us in control of our money. No jargon, clear advice and a highly personal service, they really are excellent and we couldn’t recommend them enough.”
Neil & Michelle, Business Owners, Bedfordshire
“The team at Spiritus have done an amazing job for me, organising my finances so I’m ready for when the time comes for me to retire. They’ve put me in total control of where I’m at financially and I’d have no hesitation in recommending them to others who are preparing for their own retirements”
Keith, Senior Underwriter, London
“Spiritus Wealth have been looking after our long-term investments and pensions for a number of years now. It’s one of the better life decisions we made. Obviously there’s no guarantee that investments will perform positively, but I trust Spiritus implicitly to offer the best possible advice.”
Roger and Carol, Retired, Cambridgeshire
