Retirement Planning
We believe that retirement should be a joyous time for everyone, filled with fun, excitement and optimism. Whether you’re planning a quiet retirement at home or you want to travel the world, Wisteria Wealth is here to help. We can help you to realise all your retirement dreams — by helping you to plan your finances accordingly.
Giving You the Resources You Need for the Retirement of Your Dreams
Everyone has their own idea about how to enjoy retirement. We’re here to listen to your ideas, and then devise a financial plan that makes your retirement dreams come true. This process begins with an in-depth discussion.
Once we have an idea of the retirement you’re planning, we set about ensuring you have enough money to make it happen. We’ll analyse your savings, income and outgoings, as well as any assets you might have.
If you’re not on track to meet your financial goals, we’ll put in place a plan to help you get there. We’ll aim to ensure you always have the cash you need to enjoy your retirement without worrying about money.
Pension Freedom
Pension Freedom is a UK Government scheme that aims to give pensioners more freedom in the way they spend their money. When you reach 55, you can choose how you use your pension pot. You can leave the money where it is, draw down some or take it all in one go.
What does this mean for you? It gives you choice. But that choice comes with a level of risk. If that money needs to last for the rest of your life, you need to manage it wisely. And that’s where Wisteria Wealth comes in.
If you’re close to retirement, ask yourself three questions:
- Can I afford to retire right now?
- Will the funds I have last for the rest of my life, even if there’s a sudden change to my circumstances?
- Do I want to leave some money or property to my family?
We’ll work with you to answer these questions, and many more besides. We’ll assess your current financial situation by looking at issues such as income, expenses, dependents, pensions, savings, investments and property.
Once we have a thorough understanding of your financial position, we’ll create a plan that helps you to achieve your retirement goals.
We have a wealth of experience in retirement planning. If you’re looking for financial advice for a fulfilling future, get in touch. Call us on 023 80 98 20 10, or message us at info@wisteriawealth.co.uk.
Contact
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Wisteria Wealth Limited.
Wisteria Wealth
Botley Mills
Botley
Southampton
SO30 2GB
Wisteria Wealth Limited is an appointed representative of The Choice IFA Network Ltd, who is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 946505. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at customers in the UK. Estate Planning and Taxation advice are not regulated by the Financial Conduct Authority.
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