SAVING FOR RETIREMENT - Sky Wealth Management

Saving for Retirement

Saving for Retirement

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements. Whether you need to set up a retirement plan or review your existing strategy, pension legislation is always on the move and keeping up to date.

with the latest changes could open new opportunities for you in retirement. In April 2011, some of the most significant changes in pension legislation for five years were announced. Most people, during their career, accumulate several different pension plans.

Keeping your pension savings in a number of different plans may result in lost investment opportunities and unnecessary exposure to risk. However not all consolidation of pensions will be in your best interests. You should always look carefully into the possible benefits and drawbacks and we can offer you effective solutions based on our wealth of knowledge and experience.

SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.

What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598