Retirement Planning In Stourbridge
Are you looking for Retirement Planning advice in Stourbridge?
At Howard Wright we have helped many Clients in Stourbridge plan for and achieve a successful retirement.
At Howard Wright our retirement planning process is different to others. We have created our very own Retirement Options Report which simplifies how to plan your retirement whilst still giving you all the information that you need.
Our Retirement Planning Process
To start your retirement planning we look to have an initial consultation to discuss your current financial situation, future financial situation and your retirement objectives.
Once we have an understanding of your financial situation and your retirement objectives we are then able to provide you with your very own tailormade retirement options report.
This report will highlight your full retirement options; for example what is the most tax efficient way of taking your retirement income, is it best for you to purchase an Annuity or take a regular income from your Pensions known as drawdown?
If Drawdown is the recommended retirement option for you, then our retirement options report will highlight what level of investment return you will require from your Pension to provide you with your desired level of income in your retirement.
Our services are on an initial and ongoing basis to ensure your retirement plan is not only on track on day one, but it is also regularly reviewed to ensure it stays on track to achieve your objectives.
“Following my recent annual meeting, I was very pleased to learn that my balanced portfolio has seen investment growth of 10.93% over the last year, even when taking my annual drawdown I was left with a healthy capital growth on top.
I feel that Howard Wright have managed my portfolio extremely well over recent years and i would certainly recommend them”
“Eleven years ago I retired and not being financially educated I was faced with what was the legal and financial implications in accessing my retirement fund. Initially it was panic stations with the plethora of options and pitfalls to overcome.
At this point I was introduced to the Howard Wright Organisation that was very local. My first meeting quickly unravelled the options available, and without any external pressure I was able to make my decision concerning a Draw Down Option.
Considering the volatile market and financial nightmares over these past 11 years my decision has been proved correct. They have protected my fund and allowed me to sleep at night by operating a brilliant flexible system that continually updates me, plus a brilliant start of year meeting so I can assess the way forward for any upcoming period.
We are so pleased with the outcome that when my wife retired she went along the same route”