Pension Planning
It’s never too early to plan for retirement, but get started today to make sure it isn’t too late.
Reach For A Comfortable Retirement
With a broad range of products available, we aim to put you on a path to financial security in your twilight years. Regular reviews help us make necessary changes, and with recommendations based on your goals, we help you minimise tax liabilities and boost your retirement income.
We also help you handle unexpected outcomes of pension saving, such as sharing orders from divorce, which can get complicated if it isn’t handled by a professional.
Using a transparent pricing structure and straightforward language, not to mention an independent approach, we combine the latest technologies and decades of experience to help you find peace of mind.
Pension Planning
For Your Future
Thinking Ahead
Our goal is the long-term, as it should be with pension advice. With products built for your current situation as well as your objectives down the line, our advice is made for you.
A Dedicated Team
We’re highly experienced and knowledgeable about pension products. With a commitment to development and finding you the right fit, we focus on enhancing your retirement wealth.
Flexibility
We pride ourselves on the flexible pension planning approach. By discussing your needs and goals, we identify products that are most suitable for you based on your circumstances.
With you at every stage of your retirement planning journey
Our independent approach puts you at the centre both now and in the future. Providing you with practical, efficient pension products and investments, we make sure that our strategies are purpose-built for you and your objectives.
From Accumulation
Accumulation is the period you save for retirement. You should get started as soon as possible to reap the rewards of a comfortable retirement and combine a workplace pension with private pension(s) to diversify your approach and build a larger retirement fund.
To Decumulation
Decumulation is when you stop working and start spending your retirement income. This will be the result of your accumulation period and the amount you’re able to live on depends on how much you save during your working life.
How Do We Charge?
Unlike other firms, we're transparent with our fees meaning no hidden costs along the way.
Why ChooseW Wealth?
At W Wealth Management, we’re with you every step of the way, providing an agile approach to pension contributions and offering a tax-efficient way to make your retirement life a comfortable one.
High quality
Strict due diligence and regular assessments of the pension investment market means all of the products we recommend are suitable for our clients.
Long standing relationships
Unlike other advisors, we don’t suggest a product and leave you in the cold. We review your pension arrangements regularly and adapt to changing circumstances when needed.
Our independence sets us apart
Rather than having set products or links to providers, we have access to the entire market. With zero bias, we only recommend products that suit you and your situation.
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Guides
Vela Defensive Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
Vela Adventurous Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
W Wealth – Low Risk Blend – January 2025
In this blend we are utilising an Active investment strategy as this has been deemed to be the most suitable…
Guides
Vela Defensive Fund – January 2025
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Guides
Vela Adventurous Fund – January 2025
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Guides
W Wealth – Low Risk Blend – January 2025
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Speak To A Specialist About Your Pension Planning
Pension planning is often ignored until you’re nearing retirement age. This is unfortunate as the best way to make more money for your retirement is by starting as soon as possible, which is why we encourage people of all ages to get started sooner than later.
With a personalised pension planning approach built to match your situation and goals, speak to one of our team members at 01489 660 894 or fill out the form below to find out more.