We completely appreciate that it can be a daunting experience to plan for your retirement, especially when you can’t help but think about whether or not your pension pot is big enough.
The truth of the matter is that nobody really knows until they get there, which is why it helps to plan ahead. That’s exactly what we’re here to help you do.
Our research shows us that people in the West Midlands area tend to:
That means there’s every reason to ask for the financial advice you need now to make sure you’ve got enough to retire in complete comfort, without shortfalls or small pension pots to worry you.
We work with financial advisors in Shrewsbury and all over the West Midlands region, so we can help connect you with the right person at the right time. That way, you can concentrate on looking forward to the retirement you’ve always dreamed about.
The average property value across the West Midlands currently sits at £231,429 and that’s risen year-on-year by 15%, so there may well be a possibility for you to add more to your pension pot than you thought.
With the guidance of a qualified financial advisor, you could be eligible to unlock some of the value stored in your home with equity release and put it towards your retirement fund. Exploring all your options with an expert could help you identify extra ways to boost your retirement income.
It’s up to you what you discuss with the financial advisor we connect you with, too; it doesn’t necessarily have to cover the value of your property. We’ll simply connect you with an expert in your area to see to your needs and they’ll invite you to chat about your retirement options in a free, 60-minute consultation if that’s something you require.
Located just a mile south of the centre of Shrewsbury, the Victorian suburb of Belle Vue is an understandably popular spot for people looking to retire. It’s one of the greenest areas of Shrewsbury and the town itself can be accessed across the river, which makes for a nicely situated community feel in itself.
In between the town centre and Cherry Orchard is Abbey Foregate, a gorgeous suburb that sits on the banks of the Severn and dates back to Saxon times. The biggest draw of living in the area, as the name would suggest, is the grandiose, 11th-century abbey that dominates the skyline. Who wouldn’t want to wake up to that on those lazy mornings?
Rainy days have an annoying habit of creeping up on us. Sudden illness or a broken boiler can spell disaster for your savings and financial goals. That’s where thinking ahead can pay off. If you’re keen to make the most of your hard-earned money, working with a financial consultant or advisor in Shrewsbury can help.
An advisor has the financial expertise to help you make your money work harder, by supporting you to:
We can help you take the first step towards financial advice if you think working with an expert could benefit you. The advisor partners we work with have decades of knowledge and we can match you with the most qualified expert for your needs in seconds. Tell us the type of advice you need and your contact details, and we’ll do the rest!
Local Financial Advice’s free advisor matching service connects people all over the UK daily with FCA-regulated experts. Wherever you’re based in Shrewsbury, we’ll match you with the financial advice expert that’s right for you.
So whether you are looking for advice on your retirement plans, investments, wealth management, financial planning or thinking about your long-term financial future, we can help put you in contact with a trusted financial advisor who will listen to your needs.
Learn more about how we help you connect to local financial advice experts, how our free advisor matching service works and why over 900 happy customers rated us Excellent on Trustpilot.
A financial advisor can offer valuable insight and expertise on a wide range of common financial concerns.
Key situations in which a financial advisor is likely to be valuable include:
Exploring your options during key life events such as retirement
Comparing quotes for pensions or insurance products
Investing large sums of money
Inheritance tax planning and intelligent saving
The cost of using a financial advisor can vary depending on your needs. You may be able to resolve your issues in a single consultation, or you may benefit from a more long-term collaboration.
At Local Financial Advice we're dedicated to providing a transparent and cost-effective experience for all customers:
Free, no-obligation initial consultation - Discuss your issues in detail and make a decision about whether you’d like to proceed before making any commitment.
Total transparency - Any costs associated with purchasing any product or service from your financial advisor will be broken down in detail.
Many of the advisors we work with are flexible with how they can meet with you.
Your advisor will often try to first get in touch with you by phone to talk about the kind of advice you need.
If you decide to continue with their advice, advisors can meet you face-to-face. You can discuss any safety precautions the advisor should take if you arrange for them to visit your home.
Throughout your time speaking with your advisor, you may receive emails from them. These will often simply be to confirm your information or the details of future meetings you book with them.
The type of advice you need depends on your circumstances.
We encourage everyone we connect with an advisor to discuss their financial needs in detail so they can receive the right amount of advice.
You may only need one-off advice if you need help choosing a long-term product to support your retirement, such as an annuity.
If you need flexibility with your money, you may prefer ongoing advice from your advisor with you speaking every six months or year to see how your money is performing.
Whatever help you need, your advisor will clearly lay out the costs involved. These can be one-off costs or recurring, such as a fund management fee.