Regulated Advice Service

For the large majority of individuals approaching retirement, or facing redundancy, one of the biggest fears they will have is how they will manage financially or how they start to plan. Even though they may realise they should seek financial advice they often don’t know where to begin or how to select the most appropriate type of Adviser. Without financial guidance individuals might not seek regulated advice or may approach an unsuitable or inexperienced adviser.

With the  regulated advice service provided by my wealth, your employees can have a face-to-face meeting with one of the my wealth Advisers.

An initial meeting assesses the employee’s income and investment needs, goals and risk appetite. A comprehensive report is then produced which sets out a tailored investment strategy.

This service is particularly useful to those about to retire or senior executives.

The regulated advice service covers the following:

Retirement income

my wealth can explain the key issues surrounding retirement income, such as the options open to your employees, an assessment of the alternatives and how our unique service offering can provide the support needed.  The importance of ensuring that employees fully understand the array of retirement options and choose the most appropriate way to take their retirement income is vital, as a wrong decision can put them at a disadvantage for the rest of their lives.  Therefore, retirement advice is essential.

Pension planning

my wealth can also provide a pension planning service providing regulated advice on making the right investment choices when saving for a pension including transferring legacy pension schemes.

Investment planning

my wealth can provide investment advice through a one to one consultation with one of our Advisers, providing practical financial guidance and support on investing, tax planning and general money management.  my wealth will then create an investment strategy to suit an individual based upon their attitude to risk.

For further details please contact events@affinityconnect.org or contact Training on 0800 019 6076 and select option 1.