Our Retirement Planning Services in Birmingham
When you choose to talk to our Birmingham-based advisers at Prosperity Wealth, you’ll benefit from:
A Knowledgeable and Friendly Retirement Planning Team in Birmingham
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.
Experienced Retirement Planning Advisers in Birmingham
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.
A Clear and Local Retirement Review Process 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.
Regulated Retirement Planning in Birmingham
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.