Typical concerns about retirement

Specialising in advice for those coming up to or already in retirement, Explore Wealth Management is one of the North East's leading independent financial advisers.

We really understand the difficult decisions you face when approaching retirement, which is why we work with you to create a financial plan, personalised to your unique circumstances, to help you enjoy a happy and carefree retirement free from financial worry.

At Explore Wealth Management, typically we find that the top 5 issues on most retirees minds are:

  1. "I don't want to take any unnecessary risks with my hard-earned money. Whilst I want to see a decent return, this is all I have and I don't want to feel like my retirement plan is at risk."

  2. "I want to see continuity with my income payments during my retirement and I want to be reassured that this income won't run out."

  3. "I want to reduce my tax burden but at the same time, I don't want to get involved in any complicated, high-risk tax saving strategies."

  4. "I would feel more comfortable with easy access to my pensions or savings to cover any financial emergencies and to give me the freedom to help my children and grandchildren as and when I want."

  5. "At some point, I may need financial planning advice for an elderly relative or myself regarding long term care funding."


If you think that Explore Wealth Management could be right for you, call us today on 0191 285 1555 to arrange your free consultation or click here to read our latest client testimonials.