Independent Wealth Management

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The Retiring Population

This year, more people than ever are reaching age 65 in the UK. In fact, forecasts have predicted that over 800,000 people are reaching this milestone during 2012. The reason of course is due to the post war baby boom. At Professional Wealthcare, we’ve noticed a significant increase in the amount of enquiries we’re receiving from people approaching retirement and we expect this trend to continue.

This is a time when some important decisions need to be made. Often, these decisions cannot be undone, so it’s important to discuss your options and to make sure you receive sound advice.

If you need to discuss your retirement plans, please contact us.

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Pensions

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After a long career dealing with other people’s money (often major six figure sums on a daily basis) I considered myself to be pretty numerate. However, facing retirement the whole pensions jungle filled me with dread as I knew it was a task I would neither relish nor easily absorb. Having taken the decision to get some help I decided I didn’t want my bank involved nor any corporate suit.

From everything I’d read and heard it was clear that I personally needed someone who could guide me through the process, having first understood our needs and to then explain each step simply without all the uniquely incomprehensible language so often encountered in this industry.

I wanted a local Financial Adviser with a good track record and I initially used a website to draw up a shortlist of suitable candidates. Barry stood out as just the kind of bloke we could do business with and, having appointed him last year, we are delighted with his service.

It’s been quite a “journey” sorting it all out these past few months but we now feel we have fully optimised our pension options and at last really enjoy our retirement. We can therefore thoroughly recommend Barry to anyone seeking such a Financial Adviser.

Mr Peter Seabrook-Harris