Our Retirement Planning Services
By opting to plan for your retirement with Prosperity Wealth, you will reap the rewards of our retirement planning services:
A Experienced Retirement Planning Team in Warwick
Our experienced and informed team work together to ensure that each of our clients receives advice which has been tailored to suit their needs and circumstances.
Proven and Specialist Retirement Advisors in Warwick
Each of our retirement planning advisors have proven themselves through the successes they have achieved for our clients and have their own specialisms which they contribute to the team.
With accumulative experience of helping over 5,000 people to manage over £1bn in funds, our advisors have the experience and knowledge for you to feel assured that you are gaining the best quality advice.
A Clear and Local Retirement Review Process in Warwick
In order to help our clients understand the processes involved in our retirement planning services, we offer a clear overview of the process in five steps:
1. Your initial meeting – you let us know what you need (and we discuss costs).
2. Our analysis – we analyse and assess the information we have received from you, as well as the paperwork you already have.
3. Feedback meeting – we will present you with a plan and you will have time to ask us any questions you might have.
4. Plan into action – if you are happy to proceed, we will start putting things in place for you, following FCA regulations to help you achieve your plan with the best security for you.
5. Our ongoing work – we don’t just stop when we’ve got things set up, but will carry on managing things for you and offering you advice whenever you need it.
Regulated Retirement Planning in Warwick
Each and every one of our advisors is qualified and regulated by the Financial Conduct Authority (FCA). This means that you can have complete peace of mind knowing that we follow the guidelines established to protect you and your retirement funds.