What to expect

RETIREMENT PLANNING SELBY

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Would it give you reassurance to know that your financial advisor had been serving the local community for over 25 years? We all want a Financial Adviser that is local to you, fully independent and dedicated to supporting the local community. This is exactly what you will get if you choose to work alongside us. We are always on the end of the phone, available for a meeting at our offices in Pontefract or at your home.
Many of our clients in the Selby area have worked locally in the same job for most of their career – be that in manufacturing, education or the NHS. We appreciate that people in all industries deserve a great retirement, so our retirement planning is in place to help you ensure that this happens.

You may be at the time in your life when you are wondering whether you can stop work early, go part-time, or withdraw some money for a one-off purchase.

We are here to help you with retirement planning in Selby, by looking at the plans and policies you’ve collected over the years to establish where you are currently. Further to this, we take time to find out more about what you would like to do in retirement, and create a financial plan that helps you to achieve that.

WHAT WE DO?

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At Oakworth, we consider ourselves to be specialists in retirement planning. Pension advice may seem confusing or daunting due to the sheer variety of options available, but there will be a path which is right for you.

This could be taking out the tax free cash to pay off the mortgage, arranging your retirement income or maybe even a mixture of the two. There is so much to consider that it’s always worth a chat with our team. Initial ‘fact finding’ meetings can be undertaken at our offices in Pontefract or at your home in Selby or surrounding areas. These initial meetings are at our expense, so there is no obligation or charges until you specifically confirm to us that you wish to proceed.

We love giving out pension advice, it is a service that brings joy to us as we are able to help people realise their opportunities, things that they have worked for years to achieve. You are always welcome to give us a call if you need more advice about retirement planning in Selby.

FINANCIAL PLANNING FOR RETIREMENT

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Financial planning for retirement involves the consideration of risk, tax, timescales and a multitude of other factors – all bespoke to you. Two retirement plans will never be the same. Discussing your goals in a relaxed atmosphere will allow us to discover what strategy would be right for you to create a long and enjoyable retirement.

We also do Financial Planning Selby which you can find out more about on our website.

Get in touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.

ADDRESS

Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.

EMAIL ADDRESS

admin@ifa-oakworth.co.uk

PHONE NUMBER

0800 018 6020

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