RETIREMENT PLANNING
Many of us dream of the day when we have the choice to stop work and take life a little easier, perhaps spending more time with the grandchildren or embarking on that holiday of a lifetime. As a minimum however, we hope for a comfortable retirement free of financial worry.
With less favourable state provision and the likelihood that we will all be living longer lives, planning for retirement has never been more important. Without thorough and timely planning our hopes and aspirations for older age could be shattered.
At Church Financial Services Ltd we understand that thinking so far ahead can be incomprehensible and even somewhat daunting. Knowing what kind of amount is needed to provide for a comfortable retirement and how to generate this can be very difficult to calculate.
So overwhelming can the decisions and choices sometimes be that people are guilty of putting off the retirement planning process, making the eventual task that much greater.
….achieving the dream
We strongly believe that the journey to retirement should be as straightforward and as stress free as possible, whilst beginning at the earliest opportunity. Simply making an appointment to start addressing your goals is one of the most important steps you will take towards safeguarding your financial future.
One of our qualified and experienced advisers will review your current provision, identify your aspirations and help you towards bridging any current shortfall with a robust, comprehensive and tax-efficient retirement plan.
With a wealth of investment experience, we will ensure that a plan is put in place in accordance with your budget and any ethical preferences.
Once established, and in line with our Service Proposition, we can ensure that your retirement plans remain on target with regular updates and comprehensive reviews.
Contact us today to arrange a free, no obligation meeting with one of our advisers to discuss your retirement needs and find out exactly how we can help you.
OFFICE 2B, WESSEX HOUSE, 40 STATION ROAD, WESTBURY, WILTSHIRE BA13 3JN
TEL: 01373 822205
EMAIL: ADMIN@CHURCHFINANCIALSERVICES.CO.UK
CONTACT OUR FRIENDLY TEAM...
REGULARITY NOTICE
Church Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA number 572611.
Registered Office: Lennox House, 3 Pierrepont Street, Bath BA1 1LB. Registered in England and Wales, Company number 07844744.
Your decisions should not be taken based solely on the content of this website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change. The content is aimed at UK residents or residents of MiFID countries.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Trusts & Will Writing are not regulated by the Financial Conduct Authority.
In the event of you being dissatisfied with the services that we have provided to you, you may contact us directly at admin@churchfinancialservices.co.uk or you can, if you wish, make a complaint directly to the online dispute resolution platform at http://ec.europa.eu/odr.
If you cannot settle any complaint directly with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.