Retirement Planning

We work all our lives so we can retire, so we can do what we want with our time. The way we spend our time defines who we are and what we value and our retirement dreams will undoubtedly require additional income which will need to last many years. Careful planning can help you achieve those dreams….

Preparing for retirement

We all plan on retirement being the longest holiday of our lives, and with people living longer it is important to ensure that you have sufficient funds to last you your expected lifetime. Hillswood Wealth Management can help you create a bespoke cash flow plan so nothing is left to chance and crucially ensure your pension funds are working as hard for you as they possibly can.

A pension is a long-term investment, the value of your investment and the income from it may go down as well as up. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation

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At Retirement

With individuals having more freedom than ever following the Governments radical pension reforms in 2015 we can help you ensure you make the correct decisions with your accumulated pension benefits at retirement. Through our discussions with you we can help demonstrate what your retirement options are in clear and easy way for you to understand, assessing your income needs throughout retirement and tailoring a plan to help you make the most of your existing benefits and help to mitigate tax wherever possible.

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Benefits of speaking to us for Financial Advice

– A full review of you existing defined contribution and final salary pensions with a detailed report outlining how much they are expected to provide you with in retirement.

– An in-depth discussion about your retirement goals and how close you are to achieving those so you don’t have any nasty shocks come retirement.

– Detailed cash flow forecasting illustrating in an easy to understand straightforward format how your retirement landscape may look with our help.

Links

https://rbkca.co.uk/
https://www.clowessolicitors.co.uk
https://louis-taylor.co.uk

Office Address

Registered Office Address:
64 Millrise Rd, Milton
Stoke-on-Trent, ST2 7DN, UK

Company number:
10135808
Registered in England and Wales

We're delighted that ValidPath has again been recognised in the FTAdviser’s Top 100 Financial Adviser list for 2021. Hillswood Wealth Management and Mortgage Advice Bureau as a member of the ValidPath network is proud that this achievement recognises our commitment to providing best-practice and independent financial advice for our clients.

Contact

Phone:
01782 534015

Mobile:
07977 919151

Legal Info

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

• Hillswood Independent Ltd trading as Hillswood Wealth Management and Mortgage Bureau

Hillswood Independent Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.