“I’m lost, how do I get to Galway?”
“Well I wouldn’t start from here”
You can start your own financial planning journey with Schaefer and we will get you on the right road. All you need to do is tell us a little bit about yourself.
Typically, our clients are nearing retirement, or are already retired; have a reasonable capital base of investments and pensions (more than £200,000); are more concerned about avoiding losing money that chasing gains; are more interested in living life than counting their money.
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If you can tell us a little bit about yourself, what you want to achieve, and then what resources you have, we’ll review your information and come back to you with some comments. If you then want to arrange a meeting with us we can take our discussions forward.