Pensions and Retirement Planning
Many of us have dreams about what we’d like our retirement to look like. We help you put robust financial plans in place to make those dreams a reality. This is where we are able to help.
We look at the whole picture
With retirement increasingly happening over a longer time period, and with variables such as changes in State Pension age, longer life expectancies and the increasing need for later life care, retirement planning has never been more important.
We will work with you to create a picture of your needs, then use this to map a route to your retirement goals. We then stay in touch with you to give you the best advice should your goals or circumstances change.
MORE THAN A PENSION POT
For most people a pension is not the only way to draw a retirement income. That’s why we help our clients build retirement plans combining pensions, ISAs and other investments. Our advice will be entirely tailored to you, your requirements and your long-term goals.
There are many aspects to pension and retirement planning. We are here to guide you through the various options available to you.
Retirement plans to suit your current situation
Preparing for a long retirement that’s as active or as relaxing as you want it
Flexible retirement plans that can change with your circumstances now and in the future
Holistic planning to match the specific needs of you and your family
Free initial consultation to explore the possibilities and enable you to make an informed decision
Download a copy of our Fee Schedule
Here at Wise Investment, we are one big happy family.
Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.
As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.
Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.