Want financial freedom? Get in touch to find out when you can retire
Retirement Planning Advice
Take control of your financial future with Retirement Planning
Planning for retirement can be daunting. Thinking about how you'll fund it and whether you can afford to do the things you want can be a worry. But it doesn't have to be.
With the Bank House Wealth lifestyle financial planning process, well put everything together in clear plans to give you a sense of comfort and control.
Get your retirement questions answered
You probably have a whole host of questions and might want to know things like:
Do I have enough to retire?
Will I always have enough?
Can I make sure my family are looked after?
Whatever your questions, were experts at helping you get the answers you're looking for and may even answer some you've not thought of.
What's right for you?
Retirement means something different to everyone. By helping you decide what lifestyle you want we can then work out how your finances can get you there.
Before you can work out what to do with your money, and whether flexibly drawing down funds when you need them or taking a guaranteed income for the rest of your life is best, you first need to decide what kind of retirement lifestyle is right for you.
Your neighbour might love the idea of going travelling for three months every year, but you cant think of anything worse. What's right for you is different to what's right for others.
To work out how to plan your retirement, you first need to decide what lifestyle you want.
It all starts with a chat. Real Advice, For Real People
We'll show you:
When you can afford to retire
How much money you'll need in retirement
How to make the most of your pensions and other assets to fund your lifestyle
Schedule a Call
Book your 30-minute Discovery Call with us to discuss what you would like to achieve.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
The Financial Conduct Authority does not regulate advice on estate planning and tax planning.
Bank House Wealth Ltd is an appointed representative of Quilter Financial Services Limited and Quiter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Bank House Wealth Ltd is entered on the Financial Conduct Authority Register under reference 609778.
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Bank House Wealth Ltd is Registered in England & Wales No. 08743284 | Registered Office Address: 7 Portesbery Road, Camberley, Surrey, GU15 3TA