02922 644 817

Retirement Planning

We understand the importance of securing your financial future and ensuring a comfortable retirement. Our team of experts are here to guide you through the complexities of pension planning, offering insightful advice and strategies tailored to your unique circumstances.
  • Retirement Planning
  • Setting up your personal or corporate pension
  • Combining your pension pots
  • Pension risk and performance analysis
  • Final Salary transfers
  • Employer work place schemes

Contact an Adviser

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Pension Advice

Pension planning is a critical aspect of your financial journey. It allows you to build a substantial retirement fund that will support you during your golden years. By starting early and making informed decisions, you can create a solid foundation for a financially secure retirement.

Pension Strategy

We take a holistic approach to pension planning. Our focus is on understanding your goals, risk tolerance, and current financial situation. This enables us to design a bespoke pension strategy that aligns with your aspirations.
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No Obligation Consultation

Start your journey towards a secure retirement today. Contact us to schedule a no obligation consultation. Together, we’ll craft a pension strategy that aligns with your aspirations and sets you on the path to financial freedom.

Retirement Planning Guide

Fill out your details below and we will send the retirement planning guide to your email address. If you would like a no obligation consultation, please get in touch with us on 02922 644 817 or fill out our contact form.

About Wise Wealth Management

We provide financial advice to individuals and business in and around the Cardiff and Bristol areas. Our advice is tailored to meet you personal and/or business objectives for the short and long term. As a business geared for growth, our underlying focus is to build and develop long-lasting relationships with our clients.
Some of the advice and solutions we provide to our clients are Retirement Planning, Investment Planning, Protection Solutions, Income Tax Planning, Estate Planning and more.
We are committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on personal development, This, along with the pride and dedication that we place on developing solid personal relationships with our clients, ensures that we are able to offer a rounded, professional and principled service.
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We invest heavily in technology and see the future of our industry leaning towards personal advice deliver alongside the help of software. We use Cashflow modelling to take a clients finances and plug it into a visual graph that shows a projection of their future.
As a representative of St. James’s Place, we offer a unique combination. The reputation and security of a FTSE 100 company, trusted with over £150bn of client funds, and the personal touch of a highly qualified, local financial adviser.
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Agree on-going reviews and bespoke communication

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Recommendations and implementing of plans

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Getting to Know you / Review Meetings

Our
Advice
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Evaluation and analysis

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Planning Meeting & Cashflow Modelling
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Inheritance Planning Advice

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Get in Touch With Us Today

Cardiff Office:

3rd Floor, 2 Kingsway, Cardiff, CF10 3FD

Bristol Office:

SJP House, 2160, the Quadrant, Bristol, BS32 4AQ.

Monday: 9:00am to 5:00pm

Tuesday: 9:00am to 5:00pm

Wednesday: 9:00am to 5:00pm

Thursday: 9:00am to 5:00pm

Friday: 9:00am to 5:00pm