RETIREMENT & PENSIONS

Whether your retirement is coming up soon, or still a long way off, there are some important decisions that need to be made in order to ensure you get the lifestyle and the income that you want when you retire.

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MANAGING YOUR INVESTMENTS

The vast majority of investments we see have no real strategy leading to very average results. A carefully managed, tailored investment strategy is crucial to ensuring you achieve your financial goals.

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PASSING ON YOUR WEALTH

Without careful planning, you can lose a significant amount of your savings when the eventual time comes, leaving future generations with a lot less than expected. It's important to understand the options available to you.

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FINANCIAL PROTECTION

Often overlooked, a simple monthly outlay can put a safety net in place should the worst happen. There are many ways to protect your income, and it certainly pays to be prepared.

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Independent Financial Advice. Personalised for you.

Piccadilly Wealth Management is a top-rated firm of Independent Financial Advisers (IFAs) serving clients nationwide. Consistently rated in the top advisers in the UK by leading independent review service VouchedFor.

We believe in independent advice. Our recommendations are based on research, on numbers, on knowledge and experience and all wrapped up into our rigorous investment selection process. We take the time to fully understand our clients needs and ensure our approach is tailored to each and every individual.

This client centric approach has been recognised in various awards, including Retirement Planning Firm of the Year – South East in the UK Finance Awards 2022, Best Retirement Planning Firm – Essex in the Retirement Planning Awards 2022 and Best Retirement Planning Firm - East of England in the Retirement Planning Awards 2023.