Approaching retirement

However far away you are from the close of your career, you’ll feel more confident about what’s to come with a proper plan in place. Our experts can help.

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Getting ready for what’s next

As your thoughts turn towards retirement, doubt can start to creep in, but having a financial professional in your corner will ease your concerns. Work with us, and you’ll end up in a better-informed position with a clear sense of direction about what the next phase of your life will look like. We genuinely care about your happiness, not just your wealth, and that’s why we’ll work so closely with you to create a plan tailored to your needs.

Your questions, answered

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How much is “enough” for my dream retirement?

Everyone’s retirement goals are different, but with the help of specialist cashflow modelling software, our experts can show you exactly what you can afford. If you aren’t on track to achieve this, we’ll put a plan in place to get you there.

Do I already have enough money to retire?

You may be in the enviable position of being able to retire earlier than planned without realising it, something our specialist cashflow modelling software can reveal. A financial plan can make sure you take full advantage of your situation.

Is my money working hard enough for me?

Whatever savings or investments you already hold, seeking professional advice can help you ensure they’re correct for your circumstances. Our team will help you make the right decisions for your needs, and handle any necessary changes.

Could I be paying too much tax?

The world of tax is hugely complicated, so it really pays to seek third-party support to ensure you don’t overpay unnecessarily. We’ll review your tax liabilities and put arrangements in place to help you keep more of your money.

What type of retirement income do I need?

Today, there are more ways than ever before to access your retirement funds, and making the wrong choice can be costly. With a financial plan in place, you’ll have a clear understanding of the options available, allowing you to choose with confidence.

Why should I choose Barwells Wealth?

With us, you’ll be working with a team that specialises in supporting people as they’re nearing retirement and beyond. With more than 25 years’ experience behind us, you can rest assured that your affairs are in the safest of hands with us.

Our latest survey results…


would recommend us to their friends, family or colleagues


of clients believe that working with us has helped or will help them achieve their financial goals


of clients were satisfied that we understood their needs, goals, aspirations and objectives


of clients were satisfied with the speed of response from their planner

Your journey

Financial planning can transform your life, but that doesn’t mean it needs to be complicated. As our client, you’ll follow a straightforward five-step process designed to deliver the results that are right for you.

Start here

  • Exploration

    In your first meeting with your adviser, you’ll explore the issues you face and your goals for the future, both financial and personal.

  • Discovery

    Once you’ve told us about your circumstances, we’ll use our expertise to discover more about your finances and existing arrangements.

  • Planning

    In stage three of the process, you’ll get a full financial plan that’s tailored to your requirements with our expert recommendations.

  • Implementation

    If you’re happy with some or all of the recommendations made in your financial plan, we can implement them on your behalf.

  • Ongoing support

    Your plan is designed for long-term prosperity, not quick wins, and we’ll be by your side throughout to offer our continuing support.

Our team

Whatever expertise you require, you’ll find it among our experienced team. From financial specialists to support staff, you’re assured of a friendly, efficient service at every stage of your journey with us.

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How we charge

It’s natural to feel uncertain about some aspects of taking financial advice, but with our transparent approach, fees won’t be one of them. Learn about our structured approach to pricing, what’s included in the fees you pay, and why proper financial planning can be so beneficial.

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