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Equilibrium publishes free wealth management guide for retirees

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Retirees in the UK can now access a free investment guide from wealth management expert, Equilibrium Asset Management.

The online guide is an introduction to wealth management for retirees, created specifically for high-net-worth individuals and families who have saved carefully and would like to enjoy financial freedom and confidence in their retirement.
 
Drawing on 20 years’ experience of managing more than GBP385 million worth of assets for its clients, Equilibriums’ Guide to Wealth Management for High-Net-Worth Retirees provides guidance and information on the importance of developing a financial plan and investment strategy during retirement, as well as advice on inheritance tax planning.
 
Colin Lawson, managing partner of Equilibrium, says: “Contrary to popular belief, retirement does not mean your days of money making are over – far from it. Careful planning and wise investments means retirees in the region can enjoy the fruits of their labour in the later years of their life and pass on a nest egg to their loved ones.
 
“We wanted to share our know-how on how savers can not only take care of their assets but help them flourish. This guide will serve as a handy accompaniment for people considering their financial options.”  
 

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