Wren Sterling’s advice covers every aspect of pensions advice including:
A time will come when you can’t work anymore to earn a regular income. That may seem a long way off but the sooner you start saving for that future, the sooner you can ensure it’s a happy and enjoyable one.
Saving for retirement ahead of all the other daily pressures on finances can be tough. We work hard to understand your circumstances and motivations so we can steer you through the increasingly complex world of retirement to achieve your retirement goals.
According to research by the financial adviser directory, Unbiased, over 200 savers were asked ‘How prepared do you feel for retirement’. The poll found that those who sought advice earlier in their lives felt better prepared – so if you’d like to learn more about how we can help you with your pension please contact your local office to arrange an appointment.
The value of your investments may go down as well as up and you may not get back the full amount invested.
Did you know that just 22% of people approaching retirement know the value of their pension pot?
Do you have questions about your pension and how it will provide for you in retirement? Ask one of our advisers today.
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According to the ILC, people who take financial advice are on average £40,000 better off than those who don’t. Clearly this depends on the individual, but this study finds that those who took advice were significantly more likely to save more as well as to invest in the equity market.
Many of us look to January for a fresh start – to make changes or new resolutions, but why wait? Find out our top 5 tips for this year to make sure you’re on track to your financial goals.
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.