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Recently Retired?

Recently retired? 

You probably know only too well that getting to retirement is like struggling to get to the top of a mountain, it takes hard work and sacrifice.

If you are recently retired, you now face a different challenge, getting down the mountain safely.

Girl descending from the pass in mountains.jpg

Take Mount Everest for instance. According to mountain climbing expert Stewart Green, most deaths occur while descending the upper slope, after they’ve reached the summit. It’s in the area above 8,000m called the ‘Death Zone.’ The high elevation and corresponding lack of oxygen coupled with extreme temperatures, weather and some dangerous icefalls, create a greater risk of death than on the ascent.

As Retirement Sherpas, we'll help you get down the retirement mountain safely, protecting you from the two biggest risks that you are likely to face, which are.

Inflation - the thief that keeps on taking - eroding your buying power, over what could be a long retirement of ever rising living costs.

And outliving your money, when your money runs out while you are still alive.

Our mission in life is to help protect our clients income from inflation and to make sure they never run out of money in retirement.

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Rob Allen
Former Bank CFO

"Richard saved me from making a big mistake with my pension which would have cost me a significant amount of money. He provides good independent advice without the pushy arrogance of most financial advisers. He listens to me and we work collaboratively on my investments which I really appreciate. If you are looking for a trustworthy adviser get in touch with Richard."

Gerrards Wealth Management
Complaints Procedure

Madar Utca 13A, Budapest 1025, Hungary

+36 30 414 1519 (Hungary) 

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