At Antler Wealth Management we don’t believe in short-term transactional advice. We want to be your trusted family adviser throughout your lifetime. So, before we provide you with an advisory proposal we like to forecast your financial future based on your current situation.

With our advanced cash flow technology, we work with you to help answer the following questions. :

• Can I retire early?
• What is my shortfall?
• What is the growth required to meet my retirement income?
• How much can I afford to spend in retirement?
• How much do I need to save to afford the retirement I want?
• Can I afford new house/new car/school fees/holidays/start a new business?
• What happens to our future in the event of a market crash/critical illness/death in the family?
• What if I move abroad?
• What is my inheritance tax liability now and what is likely to be in the future?

Once you understand your current situation we can then plan to improve your future by carefully considered advice and tax efficient wealth structuring.

To book an initial call to discuss the process please contact us to request a call back.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.