Working with a financial adviser can help you maximise your retirement plans
Stage 1: Financial Planning Meeting
Through a financial planning meeting, we’ll review any savings and investments, and we’ll work with you to create a tax-efficient plan to make the most of your accumulated wealth.
Stage 2: Pension Planning
We’ll look at all of your pensions, including the inactive ones, and work together on a strategy to organise them and make the most of them going forward.
Stage 3: Income and Investments
We’ll look at your overall income sources (including from your pensions and investments), and we’ll try to find ways to diversity to ensure a comfortable and financially secure retirement.
Remember!
You don’t have to be of retirement age to book your financial planning appointment.
The sooner the better is ideal, and an annual review is recommended. There is connection between financial health and your overall wellbeing in retirement, so early and strategic planning from an adviser offering practical advice to suit the lifestyle you love comes recommended.
Book your financial planning appointment today! Appointments are held in person at our Polegate offices, and we can also offer virtual appointments.
Stay in touch with us on social media:
facebook.com/willowtreefinancialservices
linkedin.com/in/rachael-panteney
instagram.com/willowtreefinancialservices.uk
Plus, visit our YouTube channel where you can lots of helpful financial advice videos:
www.youtube.com/@willowtreefinancialservices
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
