Financial Planning and Wealth Management from Asset Wise

Simon & Rayna

Asset Wise helped us leave the corporate world with the income we needed to enjoy retirement. Click to see Simon & Rayna’s story.

Simon & Rayna

"After nearly forty years working for 5 companies in a corporate environment with multiple pension plans, savings and AVC's, Rayna and I decided it was time we started to financially plan how we were going to enjoy completing our bucket list. After some research looking for a financial adviser whom we could trust, understand, and provide ongoing engagement and reporting, Paul Ormerod at Asset Wise was recommended to us. Paul helped us arrange and manage all my pension pots to trigger the income we needed, to do the things we wanted."Simon

Paul Ormerod says: "When Simon first came to see me, he had the usual array of pension pots collected over a lifetime of employers. By carefully analysing each of these, we came up with a plan to initially draw two pensions to cover the early retirement period with the another pension coming in 5 years later and the State Pension shortly after that. By mixing tax free cash with taxable income we have produced more than the take home income they were looking for. We review Simon’s situation on a quarterly basis and provide him with online access so that he can review his financial situation whenever he wishes."

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Simon & Rayna

"After nearly forty years working for 5 companies in a corporate environment with multiple pension plans, savings and AVC's, Rayna and I decided it was time we started to financially plan how we were going to enjoy completing our bucket list. After some research looking for a financial adviser whom we could trust, understand, and provide ongoing engagement and reporting, Paul Ormerod at Asset Wise was recommended to us. Paul helped us arrange and manage all my pension pots to trigger the income we needed, to do the things we wanted."Simon

Paul Ormerod says: "When Simon first came to see me, he had the usual array of pension pots collected over a lifetime of employers. By carefully analysing each of these, we came up with a plan to initially draw two pensions to cover the early retirement period with the another pension coming in 5 years later and the State Pension shortly after that. By mixing tax free cash with taxable income we have produced more than the take home income they were looking for. We review Simon’s situation on a quarterly basis and provide him with online access so that he can review his financial situation whenever he wishes."

Joyce

When you are on your own, you need people you can trust and who can explain things in plain English. Click to see Joyce’s story.

Joyce

When you are on your own, you need people you can trust and who can explain things in plain English. Debbie listened to what I needed and how I wanted to help my family and made all the arrangements. We meet regularly so she can update me and make sure everything is on track and ensure I have enough money. Everything is kept straight forward and I no longer feel my finances are a burden.

Debbie Ormerod says: "When I first met Joyce, she was understandably worried about her future. She wanted to make sure she had enough income every month and wanted to be able to leave something to the family."

"Once we had considered and planned her tax position, we set up an income and put a plan in place to make appropriate gifts to the family. We used various investment solutions to minimise the income tax and potential inheritance tax. This has made her tax return a lot simpler and has enabled her to have confidence in her heritage plan for the future."

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Joyce

When you are on your own, you need people you can trust and who can explain things in plain English. Debbie listened to what I needed and how I wanted to help my family and made all the arrangements. We meet regularly so she can update me and make sure everything is on track and ensure I have enough money. Everything is kept straight forward and I no longer feel my finances are a burden.

Debbie Ormerod says: "When I first met Joyce, she was understandably worried about her future. She wanted to make sure she had enough income every month and wanted to be able to leave something to the family."

"Once we had considered and planned her tax position, we set up an income and put a plan in place to make appropriate gifts to the family. We used various investment solutions to minimise the income tax and potential inheritance tax. This has made her tax return a lot simpler and has enabled her to have confidence in her heritage plan for the future."

Tony

My job is my passion. With Asset Wise looking after my nest egg I know my future is in safe hands. Click to see Tony’s story.

Tony

"Asset Wise have looked after my wife and I for many years now. My job is my passion, helping my customers realise their dreams with the yachts we sell. We’re not so financially minded and I am reassured that we have a team who are financial experts and can explain the options in a clear way. This is what Asset Wise do for us, which I find very refreshing. It means I can continue to focus on what we enjoy doing most and do best."

Paul Ormerod says: "It’s an absolute pleasure working with Tony and his wife and our meetings are always a joy. We mainly work on making the most of tax breaks and allowances and ensuring their investments are performing well."

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Tony

"Asset Wise have looked after my wife and I for many years now. My job is my passion, helping my customers realise their dreams with the yachts we sell. We’re not so financially minded and I am reassured that we have a team who are financial experts and can explain the options in a clear way. This is what Asset Wise do for us, which I find very refreshing. It means I can continue to focus on what we enjoy doing most and do best."

Paul Ormerod says: "It’s an absolute pleasure working with Tony and his wife and our meetings are always a joy. We mainly work on making the most of tax breaks and allowances and ensuring their investments are performing well."