Our Retirement Planning Services
Our retirement planning services have been devised to give you much needed clarity and direction concerning your retirement.
You may be wondering, ‘Am I doing the right things to prepare for my retirement? Have I saved enough? What are my options?’
Our expert advisors in Coventry are here to answer any questions you have about your retirement.
Whether you’re thinking about your retirement fund for the first time or want to check that you are best prepared for the future, the retirement planning advisors at Prosperity Wealth can help.
Everyone’s goals for retirement will be different, but they all have something in common: everyone wants the peace of mind which comes from knowing that they have enough money to enjoy their later years and, hopefully, have something to leave behind.
While we can’t predict exactly what the future will hold, we can help you to plan for it by using our expert insights, training and skills.
With new investment pathways available and changes to the ways pensions operate in recent years, it is highly recommended to seek expert advice if you want to make sure that your retirement-saving arrangements are going to meet your needs.
Hiring a retirement planning advisor will ensure that you get the very best from your retirement.
Here at Prosperity Wealth, we have been providing bespoke advice to people for many years.
We know that everyone’s dreams for retirement will be unique to them, so we take time to listen to your story. By getting to know you – your situation, values and goals for the future – we guarantee that our advice is completely tailored to provide you with exactly what you need.
We also think that, in order for us to get the best results for you, it is important that you get to know us too. By working with our advisors in Coventry, you will benefit from having your own personal retirement planning advisor. This way, you will always be dealing with someone you recognise, know and trust.
With over 80 qualified independent financial advisors on hand, we have an independent retirement advisor available for you today.
Each of our advisors have been expertly trained to offer the highest quality advice and are regulated by the Financial Conduct Authority (FCA), giving you the assurance that our advice will always protect and prioritise you.
Our retirement planning services have been devised to give you much needed clarity and direction concerning your retirement.
Our team here at Prosperity Wealth have a combined experience of helping over 5,000 people. Our local team have all been expertly trained and have developed their own specialisms over time. We pride ourselves on our collaboration; we work together to ensure that our clients get the very best quality advice, which has been evaluated from every angle.
Our personable and professional retirement planning advisors are all fully qualified with experience of helping people successfully plan for their retirements. Dependable and thorough, they will make sure that you are informed and empowered to make the most beneficial decisions for your retirement.
In order to give you greater insight into how we work, here is an overview of the process:
1. The initial meeting – we will meet with you and listen carefully as you tell us about your current situation and retirement aims. We will also discuss the cost of our services.
2. The analysis stage – we will examine the information you have shared with us and devise a plan which we think will be most beneficial for you.
3. The feedback meeting – we will make our recommendations and then listen to your thoughts, making any necessary changes to your retirement plan.
4. The action stage – when you are happy to proceed, we will get the ball rolling to put the plan into action
5. The management stage – for as long as you continue to require our services, we will carry on managing your retirement plans and will remain available to offer our advice or answer any questions.
Since all of our advisors are regulated by the FCA, you can rest assured that we will always act ethically and follow the guidelines devised to protect you and your funds.
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