Managing your retirement income

Bespoke retirement planning

Retirement plans are very individual – some will realise their long held dreams whilst others will wind down to a quieter life and look to help the next generation. Whatever your plans, ensuring your pension pot is managed with the goal of meeting your needs, or drawing down an income in the most appropriate manner is critical.

We can review your pension provision and guide you through the complex rules around pensions to help your realise your retirement dreams, or to help you start dreaming.

Bespoke wealth management

At WAM our success story is built upon relationship, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.

Specialist pension advice

To help you plan your retirement our Wealth Planners can help you understand the complex world of pensions whatever stage of retirement planning you are at:

More information

Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.

What our clients say

It is straightforward to speak with my investment manager. The detail given when making any portfolio changes is excellent. The pension advice I received from the Wealth Management arm a couple of years ago was top class.

The pension rules are complex

Our advice can help you navigate pensions to give you peace of mind in your retirement.

Mark Scott

Senior Investment Manager