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Introduction to Pensions
Aug 13, 2024
At Warren Wealth Management, we provide clear insights and offer practical, pragmatic financial advice to our clients in and around Milton Keynes. By understanding your needs, we can customise realistic pension plans and forecasts to provide you with a stable retirement.
Understanding Wealth Management - A Comprehensive Guide
Aug 09, 2024
Wealth management involves strategic financial planning and investment services tailored to help individuals and families achieve their financial goals. Achieving wealth growth and preservation requires careful consideration, often with professional guidance. This includes setting clear goals, making informed investment decisions, understanding your risk tolerance, and effectively managing risk.
A Guide to Savings and Investments
Aug 09, 2024
The purpose of savings and investments is to build and protect wealth over time. Savings provide a financial safety net, while investments offer the opportunity for long-term growth and wealth accumulation. Combined, they can help you achieve your financial goals, whether it's buying a home, funding education, or ensuring a comfortable retirement.
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice for accessing the tax free 25% of my pension pot.
How has Tom Warren helped you?
Tom arranged for the pension to be moved so it became accessible.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to put here, Tom dealt with everything very efficiently.
Review from verified client - Based in Bedfordshire
What were the circumstances that caused you to initially look for a financial adviser?
My previous adviser retired
How has Tom Warren helped you?
Tom has helped me in regard to accessing my pension tax free lump sum in order to pay off substantial debts before I fully retire next year.
Have you seen the outcome you were hoping for?
Yes. I now have some disposable income which I hope will help me to cope with the high increase in inflation.
Review from verified client - Based in Northamptonshire
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to change my financial adviser to someone based more locally and who could provide a better quality service.
How has Tom Warren helped you?
Tom’s helped me consolidate all my old workplace pensions and ISA onto one easy to manage platform
Have you seen the outcome you were hoping for?
Yes, all my pensions were transferred over in a matter of weeks.
Review from verified client - Based in Buckinghamshire