Retirement Planning Oswestry
As leading financial consultants, Hartey Wealth Management are here to help you with your retirement planning in Oswestry.
Offering a range of services to make retirement as comfortable as possible, our team are dedicated to helping you build up a sizeable nest egg that provides reassurance, security and peace of mind. We are only too aware of the stress that can come with retirement, and we want to help you reach the best decisions to guarantee your financial future and meet your unique aspirations in later life.
Retirement planners in Oswestry
The charming market town of Oswestry sits on the Shropshire border with Wales. Its history dates back to 1151, periodically passing between English and Welsh jurisdictions at various points throughout the centuries. It eventually settled on a formal English identity, with some lingering visual traces of its Welsh heritage.
It is a popular town for retirement planners and plays host to a number of popular local attractions and amenities such as the Attfield Theatre, the Oswestry Town Museum and Oswestry Food and Drink Festival. It also offers easy proximity to the Shropshire Union Canal and local historic railways.

Our retirement planning services – how we can help you
Hartey Wealth Management is an award-winning business strongly rooted in Shropshire and neighbouring Cheshire. With our local community knowledge, we offer consultancy services to prospective retirees on pensions, investments, estate management, inheritance and tax optimisation, as well as laying out multistage retirement strategies that ensure you are protected in the event of ill health, and during what can be a complicated process of readjustment.
Our two-stage retirement planning strategy
We offer a two-stage retirement planning strategy for people in Cheshire. These include a pre-retirement stage and a post-retirement stage.
Retirement can seem daunting, and we therefore strongly advise our clients to build up a deep and varied pool of assets across different portfolios when planning for the future.
An effective retirement is a carefully planned one. Drawing on many decades of specialist expertise, we then assess the most suitable options for you for organising your assets, offering appropriate capital accumulation options and offering guidance on income security.

Be tax smart
Drawing up a bespoke personal retirement plan can help to give you a clear idea of how many assets you have, what they are worth and how they will help you finance your future. This includes maximising tax-efficient strategies for savers and using cash flow forecasts. This is where your attention should turn to possible investments you can make, benefiting from bespoke financial advice that can help you identify the best investment strategy.
We will offer you comprehensive specialist advice on tax liabilities ensuring your money goes further, including on inheritance tax, ensuring you can bequeath a greater sum of your assets to your children and grandchildren.
Pension Planning
Working out when to retire is an important milestone and it is often linked to your pension entitlement. We will work with you to find out when you are eligible for pension payments, taking into consideration both the statutory state pension and any private personal or workplace pension you have accrued during employment.
Building long-term relationships with clients
In building lasting relations with our clients, Hartey Wealth Management takes great care in learning about and understanding your personal circumstances and objectives, a relationship that begins long before your envisaged retirement date.
We are conscious that the UK is healthier and living longer than ever before, which is why we advise people reaching the end of their careers to consider their options sooner rather than later. With the expertise of our team of specialist retirement financial consultants, we aim to take care of your finances by offering you considered and impartial advice to ensure you make the right decisions moving forward.
By taking the stress out of retirement, you are freed up to focus on the things you would rather think about, such as your family, hobbies or a dream luxury holiday around the world.


Retirement planning specialists
Hartey Wealth Management are dedicated to understanding your needs, and our client-centred policy means we can develop personalised financial strategies that will align with your specific goals. Whether you are exploring retirement options now, seeking to build a lasting cash reserve or need general pension advice, we are here to guide you along every stage of the journey.
Call Hartey Wealth Management today to set up an appointment so we can help you with the next stage of your retirement planning in Oswestry.
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