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Retirement Wizard 2018-03-07T10:53:07+00:00

RETIREMENT WIZARD GIVES YOU ADVICE ON THE OPTIONS AVAILABLE TO YOU AS YOU NEAR RETIREMENT

Find out about tax free lump sums and plan when you want to start taking a regular income.

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Retirement Options

If you’re within 5 years of taking money out of your pensions, get advice on your options

Retirement Options

If you’re a few years away from retirement, our advice report includes the options available to you, as well as providing information on state pensions, tax, budgeting and options to boost your income

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At retirement advice

Advice on what to do if you're within 6 months of taking money out of your pension

At retirement advice

If you’re nearing retirement, you’ll be able to instantly see what particular assets we’re recommending to you based on your personal profile

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In retirement advice

If you’re taking income in your retirement, check every year that you're on track

In retirement advice

You can make sure our recommendations reflect your changing needs as we’ll review your investment strategy annually

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Financial Planning

Financial advice on more complex matters

Financial Planning

Our in house Chartered Financial Planners can provide expert, fully independent advice on a wide range of matters, usually offering this service over the telephone or video call

GET IN TOUCH

Have a question or need more information? 
Feel free to get in touch with us.

We’re open Monday – Friday 9am to 6pm. Calls may be monitored or recorded for training or quality purposes. Call charges may vary.

01926 671 469
thewizard@wealthwizards.com