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Try our FREE Retirement Healthcheck

1. EDUCATE

We offer a no obligation Pension Review and Retirement Health Check.

This could help you gain a better understanding of the new rules and options available.

2. INQUIRE

Through compassionate inquiry we will work with you to understand what your hopes, fears and aspirations are for the future.

we only move forward when both sides have a clear contract as to what is to be achieved.

3. INSPIRE

Through education and inquiry we hope that our planning together inspires your future and enables you to get the most out of life.

Typically this may mean reducing working hours from an earlier age or indeed, retiring early, taking more trips or spending more time with loved ones.

do you know how much you need to retire?

Fill out the form below to find out

How much money do you need to live on when you retire… Will you have enough pension to cover your living costs?

Will retirement make you happy? or will you be worrying about the next bill dropping through your letterbox…

How can we help you? (tick boxes)

4 + 5 =

The report that we generate will outline our suggestions and advice. The ball is then in your court and if you choose not to take our recommendations or go down a different path there is no cost and no obligation.

THIS IS A NO OBLIGATION EXPLORATION EXERCISE!

PH7 Wealth Management.

Good financial planning is key to helping you achieve your future goals and aspirations, at PH7 We work with you on your financial journey ensuring you and your families’ long-term future objectives are secure.

Contact

Get In Touch

01282 479 930
info@ph7wm.co.uk
M-F: 8am-5pm

 

PH7 Wealth Management Head Office

3rd Floor, Churchill House, 60 Bank Parade, Burnley, Lancashire

BB11 1TS