Peace of mind in your post-work years
By proactively planning for life after work, you will have the comfort of knowing that when you’re ready for retirement, your finances will be too.
With expertise in GPs’ careers and financial journeys, our friendly Specialist Financial Advisers from Wesleyan Financial Services can help you to identify, protect and actualise your retirement aspirations.
Once your plan is in motion, your Specialist Financial Adviser will remain on hand to offer expert retirement planning guidance and ongoing support as you progress through your career, as and when you need it.
So, whether you’re looking to get started with your retirement plans, or check that your existing provisions will be enough to enable your post-work goals, your local Specialist Financial Adviser can help.
"It's the chance to reshape the next phase of life, so it's important to make plans for your retirement goals."
What matters most to you?
Your Specialist Financial Adviser will work with you to understand what’s important to you and your loved ones. From this, they will then help you to make informed decisions that are aligned to the things that you’d like to achieve, including:
- Understanding how to make the most of your pension benefits
- Knowing how much money you’ll need to fund your dream retirement
- Working for leisure and phased or early retirement options
- Achieving financial freedom for you and your family
- How to best preserve your legacy through estate planning
- Seeing how the annual allowance could affect your pension fund(s)
- Confirming if and how you could be affected by the McCloud remedy
As the RCGP’s exclusive financial advice provider, we are uniquely positioned to support you and your financial decisions as you progress through your career.
With our in-depth understanding of your profession, we can help you to achieve the things that are important to you and your family, such as financial peace of mind in retirement.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
The Royal College of General Practitioners (RCGP) is a professional body whose registered office is situated at 30 Euston Square, London NW1 2FB, Telephone: 020 3188 7400, www.rcgp.org.uk. The RCGP is an introducer appointed representative of Wesleyan Financial Services Limited.