Request retirement call

Request retirement call

Request retirement call

FCA regulated

Authorised and overseen

FT

Financial Times Top 100

Via the Rosemount network

Limited monthly places

For one-to-one attention

Find out when you can afford to retire

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

Get clarity on your pensions, when you could retire, and what income is realistic.

Request retirement call

Free, no-obligation adviser call. We usually phone within 10 minutes to book your call.

FCA regulated

Authorised and overseen

FT

Financial Times Top 100

Via the Rosemount network

Limited monthly places

For one-to-one attention

Find out when you can afford to retire

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

Get clarity on your pensions, when you could retire, and what income is realistic.

Request retirement call

Free, no-obligation adviser call. We usually phone within 10 minutes to book your call.

FCA regulated

Authorised and overseen

FT

Financial Times Top 100

Via the Rosemount network

Limited monthly places

For one-to-one attention

Find out when you can afford to retire

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

Get clarity on your pensions, when you could retire, and what income is realistic.

Request retirement call

Free, no-obligation adviser call. We usually phone within 10 minutes to book your call.

FCA regulated

Authorised and overseen

FT

Financial Times Top 100

Via the Rosemount network

Limited monthly places

For one-to-one attention

Find out when you can afford to retire

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

Get clarity on your pensions, when you could retire, and what income is realistic.

Request retirement call

Free, no-obligation adviser call. We usually phone within 10 minutes to book your call.

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.

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.

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.

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

Our experts have been quoted by

Our experts have been quoted by

Our experts have been quoted by

Are we a good fit to help?

We specialise in retirement planning for people approaching retirement, delivered remotely across the UK. This may not be the right fit if you:

Do not live in the UK

Only want one-off advice, normally preferring to manage your own investments

Have under £150,000 across pensions and investments

This is likely a good fit if you:

Have £150,000+ across pensions and investments

Want a clear plan, then regular reviews to stay on track

Comfortable paying fair fees for good advice

Are happy with remote advice (video calls and e-signatures)

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.

FCA regulated advice

Clear protections and accountability.

Fees agreed upfront

No surprises. Fees are confirmed in writing before you proceed.

Remote and flexible

No need to travel, video appointments across the UK.

Focused on retirement

Helping people approaching retirement make informed decisions.

Are we a good fit to help?

We specialise in retirement planning for people approaching retirement, delivered remotely across the UK. This may not be the right fit if you:

Do not live in the UK

Only want one-off advice, normally preferring to manage your own investments

Have under £150,000 across pensions and investments

This is likely a good fit if you:

Have £150,000+ across pensions and investments

Want a clear plan, then regular reviews to stay on track

Comfortable paying fair fees for good advice

Are happy with remote advice (video calls and e-signatures)

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.

FCA regulated advice

Clear protections and accountability.

Fees agreed upfront

No surprises. Fees are confirmed in writing before you proceed.

Remote and flexible

No need to travel, video appointments across the UK.

Focused on retirement

Helping people approaching retirement make informed decisions.

Are we a good fit to help?

We specialise in retirement planning for people approaching retirement, delivered remotely across the UK. This may not be the right fit if you:

Do not live in the UK

Only want one-off advice, normally preferring to manage your own investments

Have under £150,000 across pensions and investments

This is likely a good fit if you:

Have £150,000+ across pensions and investments

Want a clear plan, then regular reviews to stay on track

Comfortable paying fair fees for good advice

Are happy with remote advice (video calls and e-signatures)

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.

FCA regulated advice

Clear protections and accountability.

Fees agreed upfront

No surprises. Fees are confirmed in writing before you proceed.

Remote and flexible

No need to travel, video appointments across the UK.

Focused on retirement

Helping people approaching retirement make informed decisions.

Are we a good fit to help?

We specialise in retirement planning for people approaching retirement, delivered remotely across the UK. This may not be the right fit if you:

Do not live in the UK

Only want one-off advice, normally preferring to manage your own investments

Have under £150,000 across pensions and investments

This is likely a good fit if you:

Have £150,000+ across pensions and investments

Want a clear plan, then regular reviews to stay on track

Comfortable paying fair fees for good advice

Are happy with remote advice (video calls and e-signatures)

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.

FCA regulated advice

Clear protections and accountability.

Fees agreed upfront

No surprises. Fees are confirmed in writing before you proceed.

Remote and flexible

No need to travel, video appointments across the UK.

Focused on retirement

Helping people approaching retirement make informed decisions.

Ready to get clarity on your retirement?

We’ll start with a short call to book your free adviser appointment.

Request retirement call

No pressure. No obligation.

Ready to get clarity on your retirement?

We’ll start with a short call to book your free adviser appointment.

Request retirement call

No pressure. No obligation.

Ready to get clarity on your retirement?

We’ll start with a short call to book your free adviser appointment.

Request retirement call

No pressure. No obligation.

Ready to get clarity on your retirement?

We’ll start with a short call to book your free adviser appointment.

Request retirement call

No pressure. No obligation.

“ 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.

“ 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.

“ 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.

“ 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.

RETIREMENT CLARITY

Getclearonwhereyoustandforretirement:yourpensions,savings,investments,andwhatincomeisrealistic.

Request retirement call

RETIREMENT CLARITY

Getclearonwhereyoustandforretirement:yourpensions,savings,investments,andwhatincomeisrealistic.

Request retirement call

RETIREMENT CLARITY

Getclearonwhereyoustandforretirement:yourpensions,savings,investments,andwhatincomeisrealistic.

Request retirement call

RETIREMENT CLARITY

Getclearonwhereyoustandforretirement:yourpensions,savings,investments,andwhatincomeisrealistic.

Request retirement call

RETIREMENT CLARITY FAST

How the Retirement Clarity Process Works

A simple, no-pressure process for people with £150k+ in pensions and investments.

1

Request retirement call

Submit the form in under a minute

No paperwork needed

2

We'll phone to book your adviser call

A short call to confirm what you need help with

We book a regulated adviser at a time that suits you

3

Speak with a regulated retirement adviser

Discuss your goals and current position

If we’re a good fit, we confirm scope and fees in writing before you decide

RETIREMENT CLARITY FAST

How the Retirement Clarity Process Works

A simple, no-pressure process for people with £150k+ in pensions and investments.

1

Request retirement call

Submit the form in under a minute

No paperwork needed

2

We'll phone to book your adviser call

A short call to confirm what you need help with

We book a regulated adviser at a time that suits you

3

Speak with a regulated retirement adviser

Discuss your goals and current position

If we’re a good fit, we confirm scope and fees in writing before you decide

RETIREMENT CLARITY FAST

How the Retirement Clarity Process Works

A simple, no-pressure process for people with £150k+ in pensions and investments.

1

Request retirement call

Submit the form in under a minute

No paperwork needed

2

We'll phone to book your adviser call

A short call to confirm what you need help with

We book a regulated adviser at a time that suits you

3

Speak with a regulated retirement adviser

Discuss your goals and current position

If we’re a good fit, we confirm scope and fees in writing before you decide

RETIREMENT CLARITY FAST

How the Retirement Clarity Process Works

A simple, no-pressure process for people with £150k+ in pensions and investments.

1

Request retirement call

Submit the form in under a minute

No paperwork needed

2

We'll phone to book your adviser call

A short call to confirm what you need help with

We book a regulated adviser at a time that suits you

3

Speak with a regulated retirement adviser

Discuss your goals and current position

If we’re a good fit, we confirm scope and fees in writing before you decide

Why people book their retirement call

To know when you can retire

To know what income you’ll have

To avoid costly mistakes

Why people book their retirement call

To know when you can retire

To know what income you’ll have

To avoid costly mistakes

Why people book their retirement call

To know when you can retire

To know what income you’ll have

To avoid costly mistakes

Why people book their retirement call

To know when you can retire

To know what income you’ll have

To avoid costly mistakes

BEFORE & AFTER

Feeling unsure about retirement?

Many people are. Here’s what often changes once they get clear, regulated advice.

Before

After

“I don’t know if I can retire at 60, 63, or 67.”

"Now I know when retirement is realistic.”

“I’m not sure my pensions are set up properly.”

“Now my pensions are simpler and better value.”

“I worry I’ll run out of money later.”

“Now I have a clear plan and feel in control.”

BEFORE & AFTER

Feeling unsure about retirement?

Many people are. Here’s what often changes once they get clear, regulated advice.

Before

After

“I don’t know if I can retire at 60, 63, or 67.”

"Now I know when retirement is realistic.”

“I’m not sure my pensions are set up properly.”

“Now my pensions are simpler and better value.”

“I worry I’ll run out of money later.”

“Now I have a clear plan and feel in control.”

BEFORE & AFTER

Feeling unsure about retirement?

Many people are. Here’s what often changes once they get clear, regulated advice.

Before

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

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

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

After

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

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

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

BEFORE & AFTER

Feeling unsure about retirement?

Many people are. Here’s what often changes once they get clear, regulated advice.

Before

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

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

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

After

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

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

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

Take the first step to a clear retirement plan

We’ll phone to find out what you need help with and book your free adviser call.

Request retirement call

No jargon. No obligation. Just clear guidance.

Take the first step to a clear retirement plan

We’ll phone to find out what you need help with and book your free adviser call.

Request retirement call

No jargon. No obligation. Just clear guidance.

Take the first step to a clear retirement plan

We’ll phone to find out what you need help with and book your free adviser call.

Request retirement call

No jargon. No obligation. Just clear guidance.

Take the first step to a clear retirement plan

We’ll phone to find out what you need help with and book your free adviser call.

Request retirement call

No jargon. No obligation. Just clear guidance.

Why People Trust Wealth Guide

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

Proven 5-Star Service

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

Financial Times "Top 100 Adviser"

As part of our Rosemount network (FTAdviser Top 100).

Personal Attention

Limited monthly places so you get proper one-to-one support.

Why People Trust Wealth Guide

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

Proven 5-Star Service

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

Financial Times "Top 100 Adviser"

As part of our Rosemount network (FTAdviser Top 100).

Personal Attention

Limited monthly places so you get proper one-to-one support.

Why People Trust Wealth Guide

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

Proven 5-Star Service

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

Financial Times "Top 100 Adviser"

As part of our Rosemount network (FTAdviser Top 100).

Personal Attention

Limited monthly places so you get proper one-to-one support.

Why People Trust Wealth Guide

FCA Regulated & Independent

Fully regulated advice focused solely on your best interests.

Proven 5-Star Service

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

Financial Times "Top 100 Adviser"

As part of our Rosemount network (FTAdviser Top 100).

Personal Attention

Limited monthly places so you get proper one-to-one support.

FAQs

Questions people ask before booking

What happens on the free adviser call?

How do your fees work?

Do I need everything organised beforehand?

Are you FCA-regulated and independent?

What size pension do I need to work with you?

Can you help if I’m already retired?

What if I decide not to go ahead?

FAQs

Questions people ask before booking

What happens on the free adviser call?

How do your fees work?

Do I need everything organised beforehand?

Are you FCA-regulated and independent?

What size pension do I need to work with you?

What size pension do I need to work with you?

What if I decide not to go ahead?

FAQs

Questions people ask before booking

What happens on the free adviser call?

How do your fees work?

Do I need everything organised beforehand?

Are you FCA-regulated and independent?

What size pension do I need to work with you?

Can you help if I’m already retired?

What if I decide not to go ahead?

FAQs

Questions people ask before booking

What happens on the free adviser call?

How do your fees work?

Do I need everything organised beforehand?

Are you FCA-regulated and independent?

What size pension do I need to work with you?

Can you help if I’m already retired?

What if I decide not to go ahead?

Focused on a small number of clients

We only take on up to <u>five new clients each month</u> so we can give you the personal attention you need.

If you have £150k+ in pensions and investments and want clearer, more confident retirement decisions, you can request a free adviser call below.

Request retirement call

No obligation. We usually phone within 10 minutes to book it.

Focused on a small number of clients

We only take on up to <u>five new clients each month</u> so we can give you the personal attention you need.

If you have £150k+ in pensions and investments and want clearer, more confident retirement decisions, you can request a free adviser call below.

Request retirement call

No obligation. We usually phone within 10 minutes to book it.

Focused on a small number of clients

We only take on up to <u>five new clients each month</u> so we can give you the personal attention you need.

If you have £150k+ in pensions and investments and want clearer, more confident retirement decisions, you can request a free adviser call below.

Request retirement call

No obligation. We usually phone within 10 minutes to book it.

Focused on a small number of clients

We only take on up to <u>five new clients each month</u> so we can give you the personal attention you need.

If you have £150k+ in pensions and investments and want clearer, more confident retirement decisions, you can request a free adviser call below.

Request retirement call

No obligation. We usually phone within 10 minutes to book it.

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

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

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

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’re in your 50s or 60s with at least £150k in pensions, we’ll start with a short call to ask a few questions and book your free call with a regulated adviser. Speaking with the adviser, you’ll understand the next steps to get clear on when you can retire and what income is realistic.

Request retirement call

No cost. No pressure. No obligation to proceed.

Ready to get clear about your retirement?

If you’re in your 50s or 60s with at least £150k in pensions, we’ll start with a short call to ask a few questions and book your free call with a regulated adviser. Speaking with the adviser, you’ll understand the next steps to get clear on when you can retire and what income is realistic.

Request retirement call

No cost. No pressure. No obligation to proceed.

Ready to get clear about your retirement?

If you’re in your 50s or 60s with at least £150k in pensions, we’ll start with a short call to ask a few questions and book your free call with a regulated adviser. Speaking with the adviser, you’ll understand the next steps to get clear on when you can retire and what income is realistic.

Request retirement call

No cost. No pressure. No obligation to proceed.

Ready to get clear about your retirement?

If you’re in your 50s or 60s with at least £150k in pensions, we’ll start with a short call to ask a few questions and book your free call with a regulated adviser. Speaking with the adviser, you’ll understand the next steps to get clear on when you can retire and what income is realistic.

Request retirement call

No cost. No pressure. No obligation to proceed.

Contact us

0800 047 2892

Send Message

Address

Unit 23
The Courtyard Woodlands
Bristol BS32 4NH

Customer Privacy Notice

Complaints Procedure

© 2026 Wealth Guide. Wealth Guide Limited is an appointed representative of Rosemount Financial Solutions (IFA) Ltd, which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK. You can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register. Our Financial Services Register number is 1045861.

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.

Contact us

0800 047 2892

Send Message

Address

Unit 23
The Courtyard Woodlands
Bristol BS32 4NH

Customer Privacy Notice

Complaints Procedure

© 2026 Wealth Guide. Wealth Guide Limited is an appointed representative of Rosemount Financial Solutions (IFA) Ltd, which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK. You can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register. Our Financial Services Register number is 1045861.

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.

Contact us

0800 047 2892

Send Message

Address

Unit 23
The Courtyard Woodlands
Bristol BS32 4NH

Customer Privacy Notice

Complaints Procedure

© 2026 Wealth Guide. Wealth Guide Limited is an appointed representative of Rosemount Financial Solutions (IFA) Ltd, which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK. You can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register. Our Financial Services Register number is 1045861.

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.

Contact us

0800 047 2892

Send Message

Address

Unit 23
The Courtyard Woodlands
Bristol BS32 4NH

Customer Privacy Notice

Complaints Procedure

© 2026 Wealth Guide. Wealth Guide Limited is an appointed representative of Rosemount Financial Solutions (IFA) Ltd, which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK. You can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register. Our Financial Services Register number is 1045861.

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.