Wensum Financial Planning

During that meeting we will be able to tell you what our costs will be and what payment choices you have. You can then decide if you want us to go ahead. If you go on and ask us to arrange a product for you we charge a percentage of the amount invested. If you wish, it may be possible to deduct the cost from the investment. Our retirement review service is designed for people who are some way from retirement who are not sure if they will have enough income to live rather than survive.

We start by finding out what retirement will mean to them and then obtain all the information needed so they know what they can expect from their current plans. This is often more than they thought. We can then prepare a plan that shows them what they can expect from what they have already. The result is a clear picture of what needs to be done to achieve the retirement you want, whatever that looks like for them.