Retirement Planning Specialists in Shrewsbury
As the county of Shropshire, which is one of the most affluent areas of the UK, Shrewsbury is noted for its low levels of unemployment and high property prices, signalling that there are plenty of residents who earn healthy incomes. That means there is considerable need for the services of retirement planning specialists in Shrewsbury.
Why do you need to plan for retirement?
Planning for retirement is important whatever sort of income you have during your working life, and it should be started well in advance.
Few people will want to leave themselves dependent solely on a state pension after they cease work, so planning and saving is the best way to avoid that. Whether the issue is building the nest egg for a pleasant retirement or protecting as much of your assets as possible from tax demands, a retirement planner can help with it.
What has to be done?
The first step will be selecting a suitable firm to help you, and opting for retirement planning specialists in Shrewsbury itself will give you the benefit of convenience and in-depth local knowledge. Your relationship with your retirement planner will be a long-term one, as the plan will be revised at different points when your circumstances change, so you want to feel comfortable. Your retirement planner will try to find out what your retirement dreams are and then develop a plan in accordance with them.
Retirement planning is a complex process that will usually involve the setting up of a personal pension, but also investments. A diverse portfolio of that sort will ensure you are shielded against future inflation eating into any cash savings you have built up. Your adviser will assess your risk tolerance and make investments based on that.
What does Hartey Wealth Management offer?
For a start, we are a family firm which has offices in Shrewsbury, so we can provide that crucial personalised service.
For another, we employ highly trained advisers with expertise in everything from tax law to the stocks and bonds markets. That means we can work to protect your retirement income and make intelligent investments on your behalf. The plan created for you by our retirement planning specialists in Shrewsbury will be a bespoke one.
If you think it’s time you started to plan for your retirement, why not get in touch with Hartey Wealth Management today to get the process underway?
