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    Find out about a professional and experienced financial adviser

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    • About Warren Wealth Management
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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

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    Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.

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    Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

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    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

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    There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.

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    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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    • Wealth Management
      • Introduction to Wealth Management
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    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
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      • Introduction To Financial Planning
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      • Introduction To Savings & Investments
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    • Taxation
      • Introduction to Taxation
      • Income Tax
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    • Protection
      • Why Protection is Important
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      • Introduction to Business Protection
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    From high interest savings accounts to cash ISAs, this savings search engine will help you compare savings accounts.

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    Monitor your investments on the Transact platform.

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    PLEASE NOTE THIS DOES NOT CONSTITUTE ADVICE AND THE FIGURES SHOWN ARE PURELY A GUIDE AND MAY FLUCTUATE.

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    Find Financial Calculators here

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    • Pensions Shortfall Calculator
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    Stay informed with Guides and Newsletters.

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    • Newsletters
    • Guides
      • A Guide to Savings and Investments
      • Introduction to Pensions
      • Protection and Insurance for Individuals and Families
      • Understanding Wealth Management - A Comprehensive Guide
  • Testimonials
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  • Home
  • About
    • About Warren Wealth Management
    • Complaints Procedure
    • Personal Client Agreement
    • Privacy Policy
  • Services
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
      • Long Term Care Planning
    • Financial Planning
      • Introduction To Financial Planning
    • Savings & Investments
      • Introduction To Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
  • Useful Links
    • Research Links
    • My Portfolio
    • Market Data
  • Calculators
    • Pensions Shortfall Calculator
    • Investment Calculator
    • Relevant Life Tax Calculator
  • Insights
    • Newsletters
    • Guides
      • A Guide to Savings and Investments
      • Introduction to Pensions
      • Protection and Insurance for Individuals and Families
      • Understanding Wealth Management - A Comprehensive Guide
  • Testimonials
  • Contact
  • Client Portal

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.

Home / Introduction to Pensions

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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.

VIEW ALL NEWS

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

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Privacy Policy

Warren Wealth Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

Warren Wealth Management Ltd is entered on the FCA register (www.FCA.org.uk) under no. 992577.

Registered office: 4 Paddock View, Old Stratford, Milton Keynes, MK19 6BQ.Registered in England and Wales Number: 14570994.

Approver: 02/06/2023.

 

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