Thank you. We’ll phone shortly to book your adviser call.

This call is quick and friendly to:

Confirm what you want help with

Confirm what you want help with

Confirm what you want help with

Check we're a good fit

Check we're a good fit

Check we're a good fit

Book your free call with a regulated adviser

Book your free call with a regulated adviser

Book your free call with a regulated adviser

We usually call within 10 minutes during calling hours (Mon to Fri 8am to 8pm, weekends 10am to 7pm). Outside these hours, we’ll call the next day.

Your adviser call is free, with no pressure or obligation. If you go ahead afterwards, we’ll confirm any fees in writing before anything starts.

Please look out for a call from Wealth Guide on
0204 623 0803

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.

Please look out for a call from Wealth Guide on
0204 623 0803

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.

Please look out for a call from Wealth Guide on
0204 623 0803

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.

Please look out for a call from Wealth Guide on
0204 623 0803

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

STEP 1

Short booking call (5 mins)

STEP 2

Call with a regulated adviser

Quick call to confirm what you want help with

Talk through your pensions, savings and retirement goals

Confirm a couple of basics to make sure we’re a good fit

Discuss when you might retire and what income could be realistic

Book a time for your free call with a regulated adviser

Outline a clear approach for your situation, and confirm any fees for regulated advice in writing before you proceed

STEP 1

Short booking call (5 mins)

Short booking call (5 mins)
Short booking call (5 mins)

Quick call to confirm what you want help with

Quick call to confirm what you want help with

Quick call to confirm what you want help with

Choose a time for your free retirement planning call

Confirm a couple of basics to make sure we’re a good fit

Confirm a couple of basics to make sure we’re a good fit

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

Book a time for your free call with a regulated adviser

Book a time for your free call with a regulated adviser

STEP 2

Retirement planning call (with a regulated adviser)

Call with a regulated adviser
Call with a regulated adviser

Talk through your pensions, savings and retirement goals

Talk through your pensions, savings and retirement goals

Talk through your pensions, savings and retirement goals

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

Discuss when you might retire and what income could be realistic

Discuss when you might retire and what income could be realistic

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

Outline a clear approach for your situation, and confirm any fees for regulated advice in writing before you proceed

Outline a clear approach for your situation, and confirm any fees for regulated advice in writing before you proceed

While you're waiting for our call

You don’t need to prepare. If helpful, have a quick think about:

When you’d like to retire (or cut back work)

Any pensions you’re unsure about or want to review

Any worries about retirement income, fees, or running out of money

We may email, text or WhatsApp to confirm your appointment. You can reply anytime.

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

Authorised and overseen by the FCA

Whole-of-market advice

Not tied to any provider

Remote & convenient

Advice by video or phone, wherever you are

Transparent fees

All fees agreed in advance

Plain English

We make complex financial concepts easy

While you're waiting for our call

You don’t need to prepare. If helpful, have a quick think about:

When you’d like to retire (or cut back work)

Any pensions you’re unsure about or want to review

Any worries about retirement income, fees, or running out of money

We may email, text or WhatsApp to confirm your appointment. You can reply anytime.

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

Authorised and overseen by the FCA

Whole-of-market advice

Not tied to any provider

Remote & convenient

Advice by video or phone, wherever you are

Transparent fees

All fees agreed in advance

Plain English

We make complex financial concepts easy

While you're waiting for our call

You don’t need to prepare. If helpful, have a quick think about:

When you’d like to retire (or cut back work)

Any pensions you’re unsure about or want to review

Any worries about retirement income, fees, or running out of money

We may email, text or WhatsApp to confirm your appointment. You can reply anytime.

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

Authorised and overseen by the FCA

Whole-of-market advice

Not tied to any provider

Remote & convenient

Advice by video or phone, wherever you are

Transparent fees

All fees agreed in advance

Plain English

We make complex financial concepts easy

While you're waiting for our call

You don’t need to prepare. If helpful, have a quick think about:

When you’d like to retire (or cut back work)

Any pensions you’re unsure about or want to review

Any worries about retirement income, fees, or running out of money

We may email, text or WhatsApp to confirm your appointment. You can reply anytime.

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

Authorised and overseen by the FCA

Whole-of-market advice

Not tied to any provider

Remote & convenient

Advice by video or phone, wherever you are

Transparent fees

All fees agreed in advance

Plain English

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.

Watch how we helped Sean plan his retirement.

“ 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.

Watch how we helped Sean plan his retirement.

“ 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.

Watch how we helped Sean plan his retirement.

“ 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.

Watch how we helped Sean plan his retirement.

You'll get a friendly call soon from
0204 623 0803
Answer to choose a time for your retirement planning call.
You'll get a friendly call soon from
0204 623 0803
Answer to choose a time for your retirement planning call.
You'll get a friendly call soon from
0204 623 0803
Answer to choose a time for your retirement planning call.
You'll get a friendly call soon from
0204 623 0803
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

© 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

© 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

© 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

© 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.