You are retired or in the process of planning for your retirement. Making the right decisions is crucial to maximising and preserving your wealth.

Are you looking for an expert with robust resources to provide retirement financial planning services for you and your family?

Schedule a call with The Wealth Coach to find out what we can offer.

Request your free consultation.

If you are retired or planning for retirement, and thinking about pensions, you want:

+ An action plan that guides your decision making

+ Peace of mind that you are making the right decisions

+ Minimal administration. Let’s face it, who doesn’t want that!

+ A process to measure success or failure?

And you have so much choice… There are thousands of firms you can approach for advice to give you what you want.

All offer good advice, especially those that are Chartered, and if you want to delegate all your decisions to others, it matters little who you choose. We, of course, can help, but fundamentally you just need someone you can work with and like. Some may have higher charges, but in general, you’ll be OK.

Why talk to us?

If instead, you want to feel more in control, have a better understanding of the decisions you make, then talking to us will be your best option.

Most wealth managers, stockbrokers, private bankers, and other financial advisers, want to tell you how to manage your money and your pensions. Why? It’s in their interests to manage your money.

We believe you can achieve significantly better investment outcomes by taking more control. That may sound strange compared to all the other advisers you may talk to, but your focus is achieving the best for you.

In truth, you remain responsible for your financial future and your family’s future, rather than hoping someone else will do it for you.

We focus on your total wealth, not just your investments and pensions. That way you can make better decisions for yourself and your family. It doesn’t matter to us if you want to own real estate, remain in cash deposits, stay in your business, the key issue is designing a retirement process.

What is a retirement process?

The biggest goals for retirees and pre-retirees include travelling, spending more time on leisure activities, spending more time with family, and relaxation, according to Prudential’s Retirement Preparedness Survey.

Your vision may feature other goals, but regardless of what you want to accomplish, the start of retirement is not the time to take your foot off the pedal when it comes to retirement planning. The time to start is now.

Information v Wisdom

We know anyone looking for help and guidance will search google for information. We encourage everyone to do their own research. Our role is to help you make sense of it all.

We call it Wisdom.

We are Chartered Wealth Managers, Chartered Financial Planners, Certified Financial Planners so you can have confidence you are asking the right people….

We are directly regulated with The Financial Conduct Authority, providing Independent and Unbiased guidance and advice.

The Wealth Coach helps you make better financial decisions.

Do you have assets over £2m?

We provide Personal Wealth Advice for High Net Worth Individuals.

As a high net worth individual with a diverse portfolio of assets, taking the complexity out of financial planning is crucial to maximizing and preserving your wealth.