Someone who believes a succesful business is built on looking after customers not a sales target. During that meeting we will be able to tell you what our costs will be and what payment choices you have. You can then decide if you want us to go ahead. If you go on and ask us to arrange a product for you we charge a percentage of the amount invested.
If you wish, it may be possible to deduct the cost from the investment. Our retirement review service is designed for people who are some way from retirement who are not sure if they will have enough income to live rather than survive. We start by finding out what retirement will mean to them and then obtain all the information needed so they know what they can expect from their current plans.
If you wish, it may be possible to deduct the cost from the investment. Our retirement review service is designed for people who are some way from retirement who are not sure if they will have enough income to live rather than survive. We start by finding out what retirement will mean to them and then obtain all the information needed so they know what they can expect from their current plans.
Services
Because most of our clients prefer that we are accessible to them, to have someone to talk to face to face. The telephone and internet are also available, but they are available as well as, rather than instead of the ability to meet with real people. Because focusing on a particular area ensures we understand the particular issues you face as an individual.
If you have already retired then you want to make the most of your money but probably won't want to take too many risks. We can help you with this delicate balancing act. We can help you make the most of your money but at the level of risk you feel comfortable with. An investment of 50,000 that grew at 5% a year and was subject to basic rate income tax would be worth 60,833.
If you are intending to retire in the near future you probably have a number of questions and concerns. We can guide you through the complex financial maze in the run up to and immediately following retirement to ensure you make the most of your money. Explain your options with regard to your pension and help you make the right choice for you.
Our retirement review is designed to help you know whether you will have sufficent money in retirement to live rather than survive. A surprising number of people will, and many will be better off than they think. It starts with asking about what retirement will mean to you.
You may have a clear vision, a hazy dream or no idea whatsoever, but we use tried and tested questions to find this out, because only when you know what you want to do can you know how much money you need.We will then obtain all the information needed to assess what you already have in place to achieve your dreams.
You may have a clear vision, a hazy dream or no idea whatsoever, but we use tried and tested questions to find this out, because only when you know what you want to do can you know how much money you need.We will then obtain all the information needed to assess what you already have in place to achieve your dreams.
Are you only a few years away from retirement and fearful of how you will manage, particularly in the current financial climate? This book is aimed at those about to retire who want to make the most of their money in retirement but it's about much more than just pensions. All other aspects of managing finances for retirement are covered, from getting the best deal on a current account to leaving an inheritance in the most tax efficient way.
Reviews (1)
Jan Greenwood
Nov 22, 2021
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I am very impressed with the clear, professional advice given to me by Trevor Goodbun of Wensum Financial Planning. I dont usually leave reviews but I was particularly impressed. Trevor is unusual in that he gives advice on what is right for the client and not what makes money for his business. Rare to find in today's world, I highly recommend.
