Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Our first client from Caterpillar came to us in 2015, and since then we've helped similar people to retire earlier than expected, phase into retirement, and even move abroad to enjoy their later years.
Our next retirement workshop will feature a presentation by our financial planners, tailored to Caterpillar employees and focusing on retirement topics such as:
Sign up today if you're looking for guidance on your retirement journey.
Work out what retirement might look like for you.
If you want a better view of what your future could be, we'll have a chat and work out if we make a good fit for you and your financial picture.