Financial Services

Helping you plan for a financially secure future

It’s never too early to start thinking about your personal financial future. How you will fund your retirement and maintain your existing standard of living once you are no longer economically active.

Achieving your retirement dream

Increased life expectancy, a rising state pension age and changes to workplace pension schemes mean that we all need to take responsibility for our retirement.  This is particularly important if you want to maintain your current lifestyle into your later years.

A fear of making a wrong decision is often what stops many people from having a financial plan. Add to that a plethora of consuming and complex information plus a range of constantly changing financial products and it is easy to see why people avoid making any plans for their retirement.

Financial freedom

We can help with retirement planning, offering advice about ways to achieve a lifestyle that suits the needs of you and your family. A framework that considers unexpected events, for example, changes in your work circumstances and adapts accordingly.

All our clients have individually tailored plans that are based upon their immediate and future priorities. However, there are consistent themes throughout that include inheritance tax, wealth protection, setting up a trust fund and achieving a desired lifestyle.

We provide impartial advice in the following areas:

  • Pension schemes
  • Individual savings accounts (ISA’s)
  • Life assurance
  • Investments
  • Critical illness cover
  • Private health insurance and care plans

Once we have discussed your financial situation we will advise you on the best way to chart a course to your financial destination. This includes advice about the retirement age and what you will need to live on to maintain your current standard of living.

We understand that life can be unpredictable and situations occur that have a direct impact on your present circumstances, for example, redundancy. Your financial plan will be flexible and adapt to any change in circumstances.

Authorised and Approved

Our directors, David Wright and Richard Thompson are members of TW Financial Planning Ltd, a sister company that is registered with the Financial Conduct Authority. This accreditation means that we are ideally placed to offer advice about personal and corporate financial issues alongside our specialist tax services.

We are regulated by the Institute of Chartered Accountants in England and Wales and the Financial Conduct Authority in respect of investment business services.

Contact one of our qualified advisers for an initial discussion.

To take you to our TW FINANCIAL PLANNING website click here

Contact us for a free no obligation meeting