Our clients have grafted for decades to build their pension pots - they're not about to be ripped off now.
We don't try to woo clients with fancy fish tanks, gold-foiled brochures and outlandish promises.
The only promise we make is that our advice and service will be so good that in a few years' time you'll be recommending us to your friends.
That's the Wealth of Advice guarantee.
We're retirement specialists, so we know our stuff. What you need in retirement completely depends on your individual circumstances, so there isn't a solution that works for everyone. Our retirement planning service helps you to get prepared on the build up to retirement, as well as managing your pensions and investments for you throughout your retirement.
We look at your whole financial situation to help you work out what investment risk you can reasonably take, and what investment losses you would be able to deal with. With our ongoing investment management, you can trust that you're in safe hands. We keep you informed every step of the way, and you can review how your assets are performing whenever you like with our My WoA app.
We know the word "estate" is often associated with huge houses and masses of land, but all it really means is the assets that you hold. This could be your house, insurance policies, investments and a variety of other things. Planning your estate properly before you die can help make sure that your loved ones get the most out of your assets, instead of the taxman - assets above the inheritance tax threshold are taxed at 40%.
We always keep our clients in the loop with our regular video updates, and we also actively share educational resources to help people improve their financial knowledge.
You can visit our YouTube channel to have a look at our videos.