Our Company

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We are here to help you understand how to plan for a better financial future by providing you with regulated financial advice, whether you are saving for your future or looking how best to maximise income at the point of retirement.

In particular, we help those approaching retirement to ensure their savings and investments are appropriately managed. This is achieved through creating tailored investment strategies to meet your personal objectives which are flexible enough to adapt to your changing needs.

As part of this service, we create bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.

To help ensure your investments are right for you, we will consider:

  • Your life stage (e.g. approaching retirement)
  • Your personal attitude towards investment risk
  • How long you wish to invest for
  • Your income requirements from investments, if required
  • Your capital growth needs
  • How to maximise your tax reliefs

The regulated financial advice we offer is without charge or obligation to you.  If you decide to follow our recommendations, our clear and simple pricing will ensure that you know at all times exactly what you’re paying.

If you would like to meet with one of our Advisers, or for more information, please contact us.

Latest News

Top Pension Mistakes - What NOT to do with your pension.

Top Pension Mistakes - What NOT to do with your pension.

24th September 2019

When it comes to accessing retirement savings, it seems that there are a lot of mistakes being made.

Top 10 tips for students on how to cut costs and boost savings.

Top 10 tips for students on how to cut costs and boost savings.

10th September 2019

WEALTH at work, a specialist provider of financial education and guidance in the workplace supported by regulated financial advice for individuals, has created a series of financial education seminars for university students.

how much income do you really need in retirement?

how much income do you really need in retirement?

5th September 2019

It is very important to save for your retirement but many people may not realise that it could be possible to have the same disposable income in retirement as when they were working, even if their pension income is less than half their salary.