Retirement Planning Financial Advisor

Clear Wealth Management has over 25 years of experience as a financial advisor planning personal finances for retirement. Wherever you are on your retirement journey, I can help you to create a plan for your financial future and enable you to manage retirement effectively. Don't hesitate to contact me for advice on pensions and investments, and if you're in our local area of Pontefract and Castleford, come in for a coffee.

Saving For Retirement

Retirement may not be in the forefront of your mind right now, but it will come round quicker than you think, and the earlier you start saving for retirement the more effective your plan could be. As an experienced financial advisor, I can help advise you to make the best decision and maximise your money for retirement, whether you are just thinking about starting a plan in your early years, or you are looking to retire within the near future. Discussing your retirement goals with myself can help you to determine whether you are on track to achieving the lifestyle you would like to achieve once you have retired.

Reviewing Your Pension

If needs be, I can assess your pension and navigate the notoriously complex rules to help you make the most of any tax benefits and available allowances, making your pension work for you and helping you to increase your options when it comes to taking retirement. When it comes to taking your pension, I will discuss your options with you, and help you to decide the best plan; you may wish to take out a large sum, we can review your pension and show you how much you can afford to withdraw and still receive the desired amount each year.

To discuss your options with an experienced pension advisor, complete the quick contact form below and I can help you plan for retirement.