Maximising Your Financial Future.
Effective pension and investment advice can help secure your financial future and strengthen your long-term wealth.
Have You Planned For Your Retirement?
Your retirement is your journey! What does your retirement look like?
Have you thought about this and how much money you need to fund the lifestyle you want?
We will help you identify the retirement you want, then calculate the amount of money you are likely to need. We will then put a plan in place to achieve your ideal retirement, that is regularly reviewed to ensure it remains on track.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Concerned About Retirement as a Self-Employed Individual?
As a self-employed individual, planning for retirement can feel overwhelming, but it’s crucial for securing your financial future when you decide to step away from work.
Our Streamlined Pension Planning Process
We are a hands-on team who want the best for you. We can review your strategy at dates and times to suit you – keeping a close eye on developments and keeping you informed every step of the way.
Stage 1: Your Goals
Establishing your life goals, personal circumstances, aspirations and concerns from the start means we can map out a clear path for you. We treat all our clients with the individual respect they deserve in a confidential, calm and trusted environment.
Stage 2: Your Information
We collect all relevant personal and financial data, in an ordered and supportive way, all the time at your side and filling in any gaps with no judgment. This allows us to plan effectively.
Stage 3: Analysis
We assess your current position and how you arrived there. The end result of this is to recommend products and services that are genuinely a best fit for you for however long you need them.
Stage 4: Design Your Strategy
Having completed this vital preparation, we compile a jargon-free individual report and sound, personally tailored recommendations. We clearly explain different strategies and options to get you where you want to be.
Stage 5: Implementation
With your agreement and our wealth of experience, your plan is put into action – exciting times!
Stage 6: Regular Reviews
We are a hands-on team who want the best for you. We can review your strategy at dates and times to suit you – keeping a close eye on developments and keeping you informed every step of the way.
Have You Explored Your Investment Options?
Exploring your investment options allows you to diversify your portfolio and optimise your financial growth.
How Can Investing Enhance My Financial Future?
Whether you are investing a lump sum, regular amounts or reviewing an existing portfolio, we will explain the different types of investments available, as well as the benefits and risks.
Your portfolio will be regularly reviewed to check that it is on track to meet your goals, and we will advise you if we feel any changes are needed.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Expert Advice
We give you maximum peace of mind based on tailored, bespoke advice and solutions.
15+ Years Experience
We provide expert guidance and tailored solutions to help you navigate complex financial decisions and achieve your long-term goals.
147+ Satisfied Clients
Our satisfied clients are a testament to our personalised service and remarkable results.
What Our Client's Say About Us
Our clients praise our personalised approach and clear communication, noting how our tailored solutions and support have positively impacted their financial decisions. Their feedback highlights our commitment to exceptional service and results.
“The support we received from Mat and his team was second to none. The advice was always tailored to our needs and explained clearly so that we fully understood exactly whatever we were discussing, be it mortgages or insurance policies. Mat was attentive and always checked in with us on the progress of our sale, often telling us "everything will be OK" and "that's normal" which was often a massive relief to us. I cannot recommend him highly enough and have already done so to friends and family.
If you require friendly, personal and expert advice then I absolutely advise you to give Mat and his team a call.“
- J & K Lowry-Hall
“Mat is a financial advisor with a wealth of experience. I needed to review my pension and other investments and Mat took me through what could have been a complicated process and made the whole thing very easy. When dealing with these things there can be a lot of paperwork, but using the systems they have at hand, it was very simple, and I was able to see examples of what I could expect before I made a decision. I would have no hesitation in recommending Mat.”
- M Yarranton
"Mat really listened to me and put together a package for my investments and pension that I was not only happy with but actually understood thanks to Mat's clear (and patient), explanation and regular updates. This was such an improvement on the experience I'd had with a major bank.
I would not hesitate to recommend Serenity Financial Advice to anyone."
- E Edwards
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