Planning for your retirement

Wealth Protection  |  Wealth Creation  |  Wealth Management

More than ever, we are having to rely on ourselves to provide for our retirement. However, many people in the UK either aren’t saving at all for this life stage or aren’t saving nearly enough to give them the standard of living they hope for when they retire.

Combine this with a rising state pension age and changes to how we access our pensions and it’s clear to see the sheer importance of retirement planning.

Regardless of where you are in life, it’s crucial to receive advice that is very much tailored to you, your circumstances and where you want to be when that day of retirement arrives, ensuring you make the most of your twilight years.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

  • You want to feel secure and have peace of mind that your living arrangements are exactly what you want them to be.
  • Perhaps you have a lifelong goal you’d like to achieve with the extra 40 hours a week or more you’ll have or a hobby you’d like to take up.
  • What if you had to retire early because of illness or disability?

At Earlswood Wealth Management, we take a personal approach to helping you plan for this life stage, taking into consideration your needs, requirements and desires. We will assess your existing provision, including ensuring you are correctly enrolled on a work pension (auto enrolment) and, using our in-depth market knowledge, look at innovative ways you can realise your goals in retirement through:

  • Saving schemes
  • Investment opportunities
  • Personal or group personal pensions
  • Self Invested Personal Pensions (SIPP)
  • Small Self Administered Schemes (SSAS)
Auto Enrolment and Small Self Administered Schemes are not regulated by the Financial Conduct Authority

WHO WE WORK WITH

Individuals and families

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Medical professionals

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Corporate clients

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TESTIMONIALS