Retirement Planning & Investment Specialists
Are you looking forward to retirement; or already enjoying it? Do you have goals, ambitions and an active, fulfilling life that you want to protect?
At the same time, are you concerned that your financial advice needs aren’t being fully addressed, and/or that you are not making the most of your pensions, savings, and investments?
Perhaps other issues such as making gifts to family, tax planning/mitigation, and potential future care costs also need to be considered?
Retirement Planning & Investment Specialists
Are you looking forward to retirement; or already enjoying it? Do you have goals, ambitions and an active, fulfilling life that you want to lead?
But are you concerned that you may not be making the most of your pensions, savings, and investments; money that you (will) rely on to fund your lifestyle?
Perhaps other issues such as making gifts to family, tax mitigation and potential future care costs also need to be considered?
QED help a limited number of private clients and their families make smart decisions about money. In particular, when it comes to managing their financial affairs in preparation for and during retirement.
We provide clear explanations and expert, award-winning guidance based on over 30 years’ experience. Our advice and support will leave you feeling relaxed and in control of your financial future.
By introducing a structured framework for making decisions, formalised within a bespoke Wealth Management Plan, we will show you how you can achieve your most important goals and make the most out of your savings.
Using cash flow software, we can assess the likelihood of you being able to maintain your desired lifestyle for life. And assess the robustness of your finances should markets fall, or life become more expensive e.g., due to care costs.
This website will explain more about what you can expect as a QED client.
If you would like a coffee and a chat — without obligation and at our expense — please call Darren Baker on 0800 6122835, or email: darren@qedwm.com
Our family has dealt with Darren for over 20 years, he has become a valued and trusted advisor. He offers strong and sound advice and explains everything in layman’s terms. Family businesses and investments are always delicate and can become quite emotive and controversial. Darren navigates his way through these discussions and listens to everyone’s concerns before offering sound solutions. He always follows through everything and does what he promises.
Darren listens really well and takes the time to understand personal goals. His assessment of his clients attitude to risk is the best I have come across from an advisor and very thorough.
When my wife and I needed proper professional advice we looked at other IFAs and realised that…Darren was so far ahead of them in terms of research, seriousness, management backup and probity.
What Darren provides is a focus on a balanced portfolio, tuned to a level of risk tailored to your circumstances and objectives with investment funds that are not like vampires that drain away the value of your portfolio with high fees.
We chose Darren specifically because…we preferred his approach of minimising the internal “tax” of high management costs. He has paid us ample attention…His explanations are clear, at the right level of detail, and he has inspired confidence. He has managed to avoid swamping us with unnecessary paperwork and we have a straightforward view of our investments which we can call up on the web whenever we want, all in one place. I have no hesitation in recommending Darren.
I was extremely worried about choosing an investment adviser, but having learnt more about QED’s service and having spoken to several existing clients, I felt confident QED were the right people for me.