Retirement Protection In Cheltenham

 

 

Retirement Protection In Cheltenham

Looking for retirement protection advice in Cheltenham?

When in retirement many of our clients find that their needs for protection policies are no longer required, but for some of our clients this is not the case.

Clients may find that they have not saved a sufficient amount for their retirement, or most commonly that their household retirement income is heavily biased in favour of one partner.

If the partner with the higher retirement income, is to then pass away, this ends up leaving the surviving partner with a considerably lower level of retirement income than before and they may not be able to fund their expenses.

As part of our retirement planning process we review your protection requirements and give recommendations based on your needs. At Howard Wright, our goal is to make sure you and your family are as secure as possible in your retirement and that you don’t have to worry about the loss in income to your household when you or your partner passes away.

If you have an inheritance tax liability and you would like to mitigate this as much as possible, this will also be reviewed as part of our retirement protection process.

Our Chartered status the gold standard of our industry, is an assurance we operate to the highest standards and provide the most suitable advice to you.

Private Medical Insurance

Private Medical Insurance is designed to fully / partially meet the costs of private medical treatment for you and your partner. This can reduce treatment waiting times and potentially give you access to more specialist treatments.

 

Trust Documentation

Trust documentation is essential as this ensures that the policy benefits are paid to the right individuals in an efficient manner and avoiding the need of probate and potential Inheritance tax.

At Howard Wright LTD we can help you with the implementation of Trusts in Cheltenham.

What to do next?

To start your retirement protection planning today, with one of our Cheltenham based Charted financial planners, you can call us on 0345 688 4939 or email us at [email protected] we will be more than happy to help you in any way possible and look forward to hearing from you.

“A few years ago my financial advisor of over twenty years retired and recommended Howard Wright. I’m so glad I took his recommendation as the service I have received has been both efficient and caring keeping me in regular touch with market changes”

“A very close friend, who shows great judgement recommended this company and I am very pleased with the service and assistance I receive. I recommend them to everyone”

Testimonials

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2 Court Mews
268 London Road
Charlton Kings
Cheltenham
GL52 6HS

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Start planning your financial future today.

Call us on

0345 688 4939