60+
Financial planning in your 60s plays a vital part in securing the future you want.
Whether you want to retire soon, you are already retired or you are planning to work a little longer, you will want to ensure your retirement is as fulfilling as possible.
Your retirement
When it comes to crossing the retirement finish line, you are looking for reassurance. We will show you how to best use your wealth for the future you want.
Whether you want to explore Pension Freedoms, working part-time, retiring early or simply achieving your aspirations with the money you have, we will show you what’s possible.
Your future
Financial planning does not stop once you have retired.
On an ongoing basis, we will be able to ensure you are using your money in a way that is sustainable. Simultaneously, if we find you are being too cautious, we will encourage you to go and achieve your aspirations with your hard-earned wealth.
Your legacy
Unsurprisingly, most people want their wealth, property and belongings to be passed on to their loved ones once they have gone. However, this requires thorough planning.
We will take you through the process of estate planning to ensure your wishes are followed accordingly, and the amount of Inheritance Tax payable upon your death is minimised; leaving more of your wealth to your family.
We are here to help
If you have a specific financial problem you need solving, or simply feel you should be doing more to plan for the future, please get in touch. We are independent Financial Planners with more than 100 years’ collective experience in helping people aged 60+ to plan for the future.
You can also learn more about financial planning and how we work here.
What our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Matt has been my financial adviser for many years. During this time, he has always made himself available to advise on any matters that I have been concerned about. He has become a valued friend, with a wealth of financial knowledge.
Twenty years ago, my accountant recommended Matt Webb as a first-class financial adviser and that has proved to be the case. He is always courteous and ready to explain any questions I may have.
Matt has been our financial adviser for a number of years now and we look forward to working with him for many years to come. His expertise, advice, guidance and reliability has been at the heart of the trusting relationship from which we benefit.
I suffered a stroke at 58 and had to stop working to focus upon my recovery. PWS’s input was invaluable. They convinced me and my wife that we had amassed sufficient wealth to enable early retirement. I am now 61 and have made a full recovery and enjoy my retirement in the knowledge that I have a “financial partner” in PWS to allay my natural anxiety given the uncertainty we all have to navigate.
Matt has a very good understanding of his clients’ needs and nothing is ever too much trouble. Matt is very knowledgeable and explains everything clearly and in sufficient detail to enable an informed decision to be made. He deals with everything quickly and efficiently and responds promptly to every query. I wouldn’t hesitate to recommend Matt to anyone seeking any form of financial advice.
I have used the services of PWS for over ten years now. I have found their services and advice to be clear, efficient and prompt at all times. It has been refreshing to work with a company that is proactive and gives peace of mind that you really are receiving considered advice that specifically suits individual needs. I have had no hesitation in recommending PWS to personal friends as well as colleagues. Thanks Mo and your exceptional team - see you soon!
I was introduced to Steve in 2008. I genuinely trust and appreciate the professional advice given to me and my family. The ongoing investment and pension advice has been invaluable through the good and the bad times and I have had no hesitation in recommending Steve to family and friends.
PWS Financial Consulting Ltd have been our financial advisers since 2005. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about us, our finances and our future.
(Mohit) Thank you so much for helping me by sorting out my retirement, pensions and general finances. You managed to improve my financial gains through astute financial management, and greatly help reduce my losses during the crash a number of years ago. It helps so much when you speak in a down-to-earth manner, which assists my decision-making going forward.
Having been a client of PWS for over 20 years, I cannot recommend them too highly. The levels of professionalism and product knowledge are excellent. They are fully interested in client and family circumstances and provide continuity of personnel which is crucial for client comfort. Their fees are realistic, and they make ease of consultation a priority. I would not hesitate to recommend their services.
I have been fortunate enough to have Matt as my financial adviser for over 10 years and during this time he has seen me and my husband through some major life events. These have included my own unexpected ill-health retirement and also for my husband, his cancer diagnosis, financial planning around this, his retirement and subsequent death. Throughout everything Matt has always been very personable, thorough, informed, efficient, responsive and has always dealt with us with great care and understanding, giving tailored advice to our own specific situation. Matt’s advice and support have made very difficult moments in our lives more manageable and have given me and my family a great base for a financially safe and comfortable future. I would not hesitate to highly recommend Matt as a financial advisor and I am very grateful that he has looked after us so well for so long.
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.
