Retirement and Pension Planning Services

Once you retire you will enjoy more leisure time and an opportunity to spend time on different activities, hobbies and with family and friends. To ensure you are able to make the most of your retirement it is essential that you have a financial plan in place.

In order to prepare for retirement, you will need to think about when you want to retire, what you want to do in retirement and what retirement income you will need to achieve these goals. It is never too early to think about retirement planning, especially as many of us may have several decades of retirement to plan for.

Whether you are ready to start your first pension or have already accumulated pension funds, WIS Wealth can help ensure you are prepared for retirement and can continue to enjoy the lifestyle you desire throughout these years.

Working closely with you, we can help you to build a retirement plan that is manageable throughout your working life but will meet your income needs in retirement.

We can advise on the following questions you may have about your retirement income as well as any others you may have.

  • How much income will I need in retirement to realistically meet my lifestyle requirements?
  • Will my existing pension plan be enough to provide this income?
  • Are my pension plans performing well?
  • What costs are my pension plan incurring and is there a way to reduce these?
  • Is there a more appropriate plan that would suit my needs better?
  • What is the best way to draw income from my plan?
  • What effect are recent changes in the pension market having on my pension?

At WIS Wealth we can offer independent advice to ensure your pension plans are working harder to safeguard your financial security throughout your retirement years.


Call us to arrange a free introductory meeting to discuss your retirement needs.

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Want to see how WIS Wealth can help you?

Schedule a free no-obligation chat with an independent financial adviser and let us help you achieve the financial freedom you deserve.