Wealth Guide

Request retirement call

FCA-regulated independent financial adviser

Find out when you can afford to retire

Retirement planning for UK residents in their 50s and 60s with £150k+ in pensions.

Get clear answers on when you can retire, how much you can spend, and how to make your pensions work harder for you.

Request retirement call

No jargon. No pressure. No obligation to proceed.

Verified 5-Star Rating

Verified 5-Star

Rating

For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.

Our experts have been quoted by

Feeling unsure about your retirement?

Many people get within 10 years of retirement, still unsure whether they’re truly on track. You might be wondering:

• Are my pensions performing properly?
• Am I paying too much in fees?
• Can I afford to retire when I want to?

Wealth Guide makes your retirement clearer:

• FCA-regulated financial advice
• Free retirement call
• A retirement plan income showing what you can afford
• A full review of your pensions and investments

No jargon. No pressure. Just clarity and confidence.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Pension and Investment Review

Performance, fees and risk reviewed.

Free Retirement Call

No pressure. No commitment.

FCA Regulated

Independent and transparent.

Retirement Income Plan

What you can afford & when you can retire.

Ready to get clarity on your retirement?

A short, friendly chat to understand your situation and see whether we can help.

Request retirement call

No jargon. No obligation. Just clear guidance.

“ I get regular income. I'm really pleased.
I feel supported and more secure.”

Philippa Paterson

For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.

Watch how we helped Philippa turn her
savings into reliable retirement income.

Watch how we helped Philippa turn her
savings into reliable retirement income.

Watch how we helped Philippa turn her
savings into reliable retirement income.

Watch how we helped Philippa turn her
savings into reliable retirement income.

RETIREMENT CLARITY

In one

clear

review,

you’ll

finally

see

where

you

stand

for

retirement

–

your

pensions,

savings,

investments,

and

the

income

you

can

safely

take.

In one

clear

review,

you’ll

finally

see

where

you

stand

for

retirement

–

your

pensions,

savings,

investments,

and

the

income

you

can

safely

take.

In one

clear

review,

you’ll

finally

see

where

you

stand

for

retirement

–

your

pensions,

savings,

investments,

and

the

income

you

can

safely

take.

In one

clear

review,

you’ll

finally

see

where

you

stand

for

retirement

–

your

pensions,

savings,

investments,

and

the

income

you

can

safely

take.

Request retirement call

get RETIREMENT CLARITY FAST

How the Retirement Clarity Process Works

Three straightforward steps for people with £150k+ in pensions and investments.

Free Retirement Call

Friendly chat to understand your situation.

No pressure and no obligation.

Your Retirement Income Plan

See when you can retire.

Know what you can safely spend.

Your Pension and Investment Review

Assess pensions, investments and fees.

Clear recommendations for improvements.

Why people book their call now

To see when they
can retire

To know what they
can safely spend

To avoid unnecessary
pension charges

BEFORE & AFTER

Retirement Clarity Transformations

See the difference clear advice makes to your pensions, income and peace of mind.

Before

After

“I wasn’t sure what age I could retire.”

“Now I know when I can retire and what I can safely spend.”

“I felt like I was paying too much in fees.”

“Now my pensions are clear, organised and better value.”

“I worried about running out of money later in life.”

“Now I have a clear income plan that gives me confidence for the years ahead.”

Before

“I’ve lost track of old pensions from multiple jobs.”

“I wasn’t sure what age I could retire.”

“I’m unsure if I’m paying too much in fees.”

“I felt like I was paying too much in fees.”

“I don’t know how much I should invest each month.”

“I worried about running out of money later in life.”

After

“All my pensions are in one place, clearly mapped out.”

“Now I know when I can retire and what I can safely spend.”

“We found and cut hidden charges, boosting my overall returns.”

“Now my pensions are clear, organised and better value.”

“I have a clear, personalized plan that balances daily life with future needs.”

“Now I have a clear income plan that gives me confidence for the years ahead.”

Take the first step to a clear retirement plan

Your review starts with a friendly call where we learn about your goals, your pensions and the life you want in retirement.

Request retirement call

No sales pressure. If we’re not the right fit, we’ll say so and point you in the right direction.

Why People Trust Wealth Guide

Transparent, Fair Fees

Clear costs and no hidden charges — ever.

Transparent, Fair Fees

Clear costs and no hidden charges — ever.

Transparent, Fair Fees

Clear costs and no hidden charges — ever.

Transparent, Fair Fees

Clear costs and no hidden charges — ever.

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

Plain English Explanations

We make pensions, investments and retirement options easy to understand.

Plain English Explanations

We make pensions, investments and retirement options easy to understand.

Plain English Explanations

We make pensions, investments and retirement options easy to understand.

Plain English Explanations

We make pensions, investments and retirement options easy to understand.

Proven 5-Star Service

Clients consistently rate us for clarity, honesty and real retirement results.

Proven 5-Star Service

Clients consistently rate us for clarity, honesty and real retirement results.

Proven 5-Star Service

Clients consistently rate us for clarity, honesty and real retirement results.

Proven 5-Star Service

Clients consistently rate us for clarity, honesty and real retirement results.

FAQs

Helping You Find Clarity

What happens on the free retirement call?

Do I need everything organised beforehand?

What do I get from the Retirement Income Plan?

How do your fees work?

Are you independent and FCA-regulated?

. What size pension do I need to work with you?

What size pension do I need to work with you?

. What size pension do I need to work with you?

Can you help if I’m already retired?

Limited Availability

We only take on up to five new clients each month so we can give every plan the attention it deserves.

If you have £150k+ in pensions and investments and want clearer, more confident retirement decisions, book your free call now – no pressure, no obligation.

Request retirement call

5-STAR RATED

Client Reviews

For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.

Michael & Patricia Dawson

“They explored various fund combinations until we found one that fit our needs, also advising us on reducing management costs for previous investments.”

Verified on

Ken & Rosemary Piercey

“Guided us step-by-step with a series of video calls toward an retirement solution that matched our goals perfectly.”

Verified on

Sean McNamara

“Provided friendly, efficient service, simplifying complex pension information so I felt confident making significant financial decisions.”

Verified on

Ready to get clear about your retirement?

If you are in your 50s or 60s with at least £150k in pensions, a short call with Wealth Guide will show you whether you are on track and how your pensions could work harder for you.

You will leave with clear next steps. If we are not the right fit, we will still point you in the right direction.

Request retirement call

No cost, no pressure, no obligation to proceed.

0800 047 2892

Send Message

Address

Unit 23
The Courtyard Woodlands
Bristol BS32 4NH

Customer Privacy Notice

Complaints Procedure

© 2025 Wealth Guide. Wealth Guide is a Trading Style of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Entered on the FCA Register (https://register.fca.org.uk) under reference 535515. Registered as a Limited Company in England & Wales No 05668905. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.

The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK, for general informational purposes only and does not constitute personalised financial advice. Past performance is not necessarily indicative of future results, and all investments carry risk. Client funds are held by authorised institutions and are not managed by us. Testimonials reflect experiences from our previous practice and do not guarantee future outcomes. Always consider your own circumstances and seek independent advice before making any financial decisions.

Rosemount Financial Solutions (IFA) Ltd, is included in the FTAdviser Top 100 Financial Advisers list, published by the Financial Times group.