Our Retirement Planning Services in Birmingham
When you choose to talk to our Birmingham-based advisers at Prosperity Wealth, you’ll benefit from:
Prosperity Wealth has qualified retirement financial advisers in Birmingham that can help you to achieve your goals for the future.
Rest assured that you are in safe hands with a company that will take the time to assess your current retirement path and provide clear, FCA-regulated advice that you can trust.
Prosperity Wealth has been providing help with retirement planning in Birmingham for many years, and we would like to help you too.
Retirement planning is essential because, with financial advice, you are likely to better understand your choices and be in a financial position that is more closely aligned with your ideal retirement.
Unfortunately, there is often a disconnection between an ideal retirement financial situation and the plan to achieve it -- our retirement advisers can explain how to make your retirement goals a reality.
The terms and conditions and types of pension plans have also changed over the years, so it’s important to understand what your choices are now and what options you will have available to you at retirement age.
By planning your retirement with an adviser in Birmingham, you can ensure you are contributing and investing to give you the best possible chance of achieving your ideal retirement.
When you first embark on your career and start contributing to your pension, it’s doubtful that you’ll be thinking about retirement -- it seems a long time way.
At Prosperity Wealth, we will be thinking about your retirement -- even if you are 21.
Why? We know that time flies, and when it comes to retirement, the longer you have to put money in your retirement plan, the more likely you are to have more choices on your retirement. You are never too young to start thinking about the future.
If you’re near or considering your retirement age, you’re probably wondering what your options are when it comes to retirement. As pension plans have changed over the years, we can review and discuss the terms and conditions within any plans or policies you have.
Whether you would like to have a cash sum, sell investments and shares, or invest more for your retirement in the near future, we will use our experience to guide you.
If you have multiple pensions plans from previous employers, we can find out their current value, what to expect when you retire, and assess whether it’s viable to combine them.
When you choose to talk to our Birmingham-based advisers at Prosperity Wealth, you’ll benefit from:
We have an expert and friendly retirement planning team readily available in Birmingham; they are at hand to guide you through the different avenues of planning your retirement.
All of our retirement advisers are seasoned professionals, and Prosperity Wealth currently has £1bn in funds under management and over 5000 clients -- rest assured we have a proven track record in Birmingham.
You’ll be taken through a clear, five-step process:
1. Initial discussion to understand your needs (at our cost).
2. We analyse and assess the information and existing policies you have.
3. You’ll be presented with a plan and an opportunity to ask questions.
4. If you’re happy to proceed, we follow an FCA-regulated process to begin.
5. We provide ongoing management and support.
Prosperity Wealth has 80 fully qualified, accredited, and regulated retirement planning advisers available in Birmingham, so you can be sure that you’re in good hands.
We believe that retirement planning is very important but also incredibly personal, requiring a great deal of trust and reassurance.
That’s why we think that using a local retirement planning service in Birmingham is best, so you can get to know who Prosperity Wealth is and have the opportunity to meet your adviser whenever you need to.
You are always welcome at our offices on the outskirts of Birmingham to discuss your retirement plan in addition to calls, video conferencing, and meeting at your workplace or home if it’s safe to do so.
There also many advantages to working with Prosperity Wealth if you live or work in Birmingham including the benefits of Prosperity working with lots of other businesses and people locally. We’ve found that this offers huge opportunities to collaborate and make introductions, and gives us the local knowledge we need to understand the challenges you might be facing in Birmingham.
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