23 High Street, Midsomer Norton, Radstock, Somerset, BA3 2DR
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23 High Street, Midsomer Norton, Radstock, Somerset, BA3 2DR
At Waterhouse Financial Advisers Ltd, our mission is to provide expert advice tailored to your unique circumstances, ensuring that your transition into retirement is as smooth and secure as possible. Whether you’re just beginning to think about retirement or are nearing the end of your career, we’re here to help you make informed decisions about your financial future.
We’re not just here to help you decide what to do with your pension as you approach retirement. We’re here to advise you at every life stage, helping you visualise your ideal retirement, shaping your future goals, and ensuring you understand your income needs for your desired retirement lifestyle.
Will you want to provide your children with financial assistance to get on the property ladder or foot the bill for their wedding? Will you want to use your retirement to achieve your dreams of travelling the world? We’ll ensure your goals and objectives are factored into your retirement plan, keeping you financially on track for a prosperous future.
Planning for retirement should ideally begin as early as possible. The earlier you start, the more opportunities you have to build a substantial retirement fund that aligns with your lifestyle expectations and hopes for the future. Our advisers are here to help you understand the benefits of early planning, including the power of compound interest, tax-efficient savings options, and the importance of regular contributions to your pension.
As you progress in your career, it’s important to maximise your pension contributions. Our team can help you explore the pros and cons of various pension schemes, including workplace pensions, private pensions and self-invested personal pensions (SIPPs). We can work with you to maximise your contributions and make the most of your various tax-free allowances and government reliefs.
In the years leading up to retirement, it’s essential to continue reviewing and adjusting your financial plans. Our advisers will work with you to assess your current savings, projected income and anticipated future expenditure, constantly adjusting your plan to keep you on track with your goals. We’ll help you explore your options for consolidating pensions, accessing pension freedoms, and ensuring you have a sustainable income throughout your retirement years.
Retirement planning isn’t just about pensions; it’s also about ensuring overall financial stability. In addition to helping you maximise your pension pot, we’re also here to assist you in creating a comprehensive, holistic financial plan that includes investments, savings and other potential sources of passive income. Our goal is to help you maintain your desired lifestyle and meet your financial obligations throughout your career and into retirement.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
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