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.

We never charge for an initial meeting and there is no obligation to use our services if you don’t think our services are right for you, so please get in touch as soon as you’re ready.

SERVICE BENEFITS

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

For more information on our Pensions and Retirement Planning Service give us a call on 01608 695100 OR GET IN TOUCH

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.

About us

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We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.

Call us on: 01608 695100 Or email at: wise@wiseinvestment.co.uk