Wealth of Advice Retirement Planning
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RETIREMENT PLANNING


Making the most of your retirement requires no small amount of forward planning.

To enjoy a comfortable lifestyle upon leaving work for the final time, it makes sense to plan early.

Whatever you hope to get from your golden years – a Caribbean cruise, a holiday home in the Cotswolds or simple financial security – we can work with you to draw up a solution tailored to your desired lifestyle.

It is important to consider all of the options available to you at this stage. We can guide you through all of the jargon and the legislation, and help you determine just how much money you will need to retire and live your ideal life. We can talk you through how your pension is treated as income and taxed accordingly, and which solutions are right for you.

We’ll identify the route that will maximise your returns whilst minimising the tax you will pay, helping you make the very most of your retirement years.

Wealth of Advice specialise in retirement planning and pension advice. Whether you require a pension annuity, a drawdown pension or are looking to withdraw a lump sum from your pot, we can advise you on the right course of action to take.

The recently introduced legislation on pension freedoms has opened up a number of avenues that were not available to previous generations, giving retirees an unprecedented amount of flexibility regarding their pensions.

Find out more about pension planning in our dedicated pensions area, or see how we have enriched the lives of our valued clients via our testimonials page here.

 

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call Us

0191 384 1008


Email Us

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call us
Email us