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Retirement Planning

 helping you to take control of your retirement plan. Feel confident you can stop working when you want to and enjoy the retirement you deserve and achieve financial freedom.

Luxury Beach House
Relaxing

As you progress through retirement, your requirements and situation will evolve with time, and that's completely normal. The concept of retirement has been consistently transforming, considering the fact that we are living longer now. We understand that there can be significant demands on both your time and finances during this phase.

Get in touch with us today to see how we can help you.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

Not only has my personal wealth grown during this period as a direct result of Ollie's advice and supervision, but he has also acted swiftly when there have been changes in tax and other income related rules, so that I was still able to maximise my earnings. He responds swiftly to queries and is always available for a call or a meeting. I would strongly recommend Ollie to anyone who is in search of a financial advisor and feel my wealth is in very safe hands.

Belinda

Banks Sheridan Wealth Limited, 

Datum House,

Electra Way,

Crewe,

Cheshire,

CW1 6ZF

01270 530971

Banks Sheridan Wealth Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.

Registered Address: Datum House, Electra Way, Crewe, CW1 6ZF

Registered in England & Wales No. 13558124

Banks Sheridan Wealth Ltd is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 960067.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

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