Retirement planning
A clear vision for your future
Retirement planning is often very complex. Whatever your aspirations are, you need specialist know-how and commitment to help you reach those goals, whether you’re still in work or have already retired.
By talking to us, you will receive investment and pension advice and we will provide you with a lifetime cashflow forecast. You will find comfort and security knowing exactly where you stand financially.
Would you like to…
Be confident that you will have a financially secure retirement?
Generate an income during retirement?
Achieve your desired lifestyle in retirement?
Establish how much you can afford to give to your family?
Here’s how we can help
Delivering goal-based planning
You may not have thought too much about what your retirement lifestyle will look like.
By discussing what is important to you, we will help you decide what lifestyle you would like, then work together to build a plan to make it happen.
Encouragement to live your best life
A lot of our time is spent encouraging people to spend their money.
We want you to enjoy your life and look forward to what lies ahead, so we will encourage you to fulfil your ambitions.
Having a trusted planner
Retirement is a time when you will be making big financial decisions, so you need a team on which you can rely.
We will help you figure out your options and create a bespoke retirement plan focused on your goals.
We care about relationships
We deliver our advice in a clear and concise way, offering explanations and examples.
We truly value our work with you and will be there to guide you once your plan has been implemented.
Don’t just take our word for it. Hear from our clients
of clients would recommend us to other people they care about
believe that we’ve helped them to achieve their financial goals
were satisfied with the speed of response from our support team
Your journey: step by step
Take the first step towards transforming your finances and come on a rewarding journey with us. We follow a five-step process that keeps you informed at every single stage, so you know you are always heading in the right direction.
Your journeyThomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2022 Thomson Gray Wealth Management. All rights reserved.
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