Retirement enquiry received

Retirement enquiry received

Thank you. We'll call you shortly to arrange your retirement planning call.

This first call is quick and friendly. It is simply to:

• Confirm what you want help with
• Check we are a good fit
• Agree a time for your free retirement planning call

There is no pressure or obligation to go further.

We usually call within about 5 minutes during our calling hours, 8am to 8pm Monday to Friday and daytime at weekends.


If you contact us outside these hours, we will call you the next morning.


Convenient financial advice. Remote meetings, digital forms, evening and weekend availability.

Please look out for a call from Wealth Guide on
0121 000 7854

Save this number in your phone now so you recognise it when we call.

We will never ask for passwords, online banking details or card details on this call.

What Happens Next

What Happens Next

  1. Short booking call
    (about 5 minutes)

  1. Retirement planning call with a regulated adviser

Quick call to confirm what you want help with

Talk through your pensions, savings and retirement goals

Check your age and pension level so we know we are a good fit to help you

Explore when you might retire and what level of income could be realistic

Choose a time for your free retirement planning call

See whether your pensions and investments could work harder,
and whether a detailed Retirement Income Plan is right for you

Before

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

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

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

“I feel bombarded by adverts for different funds and accounts.”

“I’m worried about running out of money in retirement.”

“I suspect there’s a conflict of interest with my adviser and the products they recommend.”

“Complex tax rules make my head spin.”

“I want to help my kids financially but not jeopardize my future.”

“I want to help my kids financially but not jeopardise my future.”

“I want to help my kids financially but not jeopardise my future.”

After

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

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

“We found and cut hidden charges.”

“We found and cut hidden charges.”

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

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

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

“My adviser explains options simply, helping me pick what genuinely works.”

“I have realistic forecasts for my pension drawdown strategy and have peace of mind.”

“I get an unbiased perspective, and I’m never pushed into products.”

“Now I use allowances properly, so I keep more of what I earn.”

“My plan shows I can gift responsibly without risking my own security.”

While you are waiting for our call

While you are waiting for our call

You do not need to prepare, but it can help to think about:

- When you would like to slow down or stop work
- Any pensions you are unsure about or think could work harder
- Any worries about running out of money or paying high fees

We will focus your call on what matters most to you.

We may also send a text, WhatsApp or email to confirm your appointment and share details. You can reply at any time and we will pick it up during office hours.

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.

Transparent fees

Clear costs, no hidden commissions.

Truly independent

We recommend what suits you best.

FCA regulated

FCA regulated

Authorised and overseen by the FCA.

No product push

Advice first, products only when needed.

Advice first, products only when needed.

Plain English

We make complex financial concepts easy.

We make complex financial concepts easy.

“ Really clear explanations.
I feel a lot more confident.”

Sean McNamara
Retirement Planning Client

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.

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.

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.

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.

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 Sean plan his retirement.

Watch how we helped Sean plan his retirement.

Watch how we helped Sean plan his retirement.

Watch how we helped Sean plan his retirement.

You'll get a friendly call soon from

01210 000 854

Answer to choose a time for your retirement planning call.

Contact us

0800 047 2892

Send Message

Address

Unit 23
The Courtyard Woodlands
Bristol BS32 4NH

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.