Retirement

Retirement planning advice in Cardiff, Newport, Swansea and Bristol.

Whatever your plans for your retirement, you will want to know that it’s affordable and that your money won’t run out. At JWA Financial Planning, we can help you manage your wealth, finding the balance between your life now and when you've worked your last day on the job. We can help you find peace of mind and achieve the lifestyle you have worked for.

Planning for retirement

The big questions...
  • How much is enough to ensure I won't have to worry about money?
  • Will I be able to maintain the lifestyle I have worked for and dreamed of?
  • When can I afford to retire?
  • What about my family and their needs?

Looking ahead

One day you will probably want to retire or maybe just ease back a bit so that you can begin to do more of the things you enjoy.

Making the right decisions

'One day' might seem a long way off but you want to know the answers to the big questions now and to be confident that you are making the right decisions for your future.

Our Pensions Advisers use Cashflow Modelling to calculate how much you might need in retirement, taking into account your expected costs of living, any major expenditure you are considering and perhaps significant holiday plans. So you can get a picture of how far your money is going to stretch and get peace of mind from knowing that you won’t run out. 

When the future is now!

Or 'one day' might be very soon or even now and you want to know how to most efficiently employ and preserve your hard earned wealth.

Planning for 'one day'

We help our clients plan for when 'one day' arrives, making their financial resources work harder and smarter, helping them with the big decisions, so they can enjoy a less stressful and more fulfilling future.

Our Pensions Advisers use Cashflow Modelling to calculate how much you might need in retirement, taking into account your expected costs of living, any major expenditure you are considering and perhaps significant holiday plans. So you can get a picture of how far your money is going to stretch and get peace of mind from knowing that you won’t run out. 
Enough book

Free Book Offer: Enough

"Research shows the majority of people have no idea how much money they really need for the rest of their life. The may have income, assets and investments but no idea what it all means or what sort of financial future awaits.

So if you feel like this , you're not alone! The big questions is: 
are you going to run out of money or die with TOO MUCH?!

What we all need to know is how much is 'ENOUGH?'

Having an insight into how much you actually need can be enlightening. It can put you in control. Knowing how much is ENOUGH will give you the freedom to live your life smarter. After all, life is not a rehearsal. It needs to be lived to the max."

ENOUGH is written in an inspiring, non-jargon style. Its easy to read and a great introduction to good Financial Planning and why it matters.

Request your free copy below.
Order the free book

Contact

To DISCUSS your RETIREMENT  options, call now on

Technology Business Centre,
2 Alexandra Gate,
Ffordd Pengam,
Cardiff,
CF24 2SA
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