Retirement
Whether you’re looking to plan for your future retirement or you’re ready to retire now, we can help you.
Helping to remove the financial confusion surrounding life’s major events
Knowing what to do when faced with a major life event, can be difficult. Our Chartered Financial Planner Peter will guide you through the financial implications of big life events, making sure you have all the necessary information to make the right decision for you.
Click on the ‘Learn More’ buttons to take you to a specific page for further information.
Bereavement
The death of a loved one can be traumatic. It is a time of intense emotion, when you may feel vulnerable and not know where to turn for advice, particularly regarding financial matters. We can answer your questions and ease the burden at this difficult time.
Gifting
Being in a position to give money to people and causes which are important to us, can be extremely rewarding. However, we need to understand the impact of doing this on our own financial security.
Peter can help answer your questions and help you to make the right decisions surrounding your disposable assets.
Financial independence
Imagine having enough money to be able to live the life you want, without having to go out to work (unless you wanted to of course). That’s what financial independence means. We can show you how close you are to being in this position.
Long-term care
As we get older, we may need extra help in our own home or need to move into sheltered accommodation or residential care. By meeting with Peter, you can find out the impact of care costs on your finances, should the need for care arise.
New responsibilities
As we move through life, we often take on new responsibilities. Making sure that we, and those we care about, are going to be OK financially if the worst happens, is important.
Contact us
There are a variety of ways to get in touch with us.
You can call our office on 01254 667933, email hello@apwfinancialplanning.co.uk or complete the form below.
Alternatively, scroll down and click ‘Let’s Talk’ and book a meeting in Peter’s diary.