Alextra Wealth Management Ltd are on hand to help you plan financially for a long and fruitful retirement.
Our financial planners have deep experience in assisting you, and your partner, provide the necessary funds with the objective of achieving financial security in retirement.
You have worked hard to create enough wealth to ensure retirement enables you to enjoy life to the full, perhaps explore the world, and we are here to help you plan your finances in advance of this.
Retirement planning shouldn’t begin in your 60’s, the key to a financially independent retirement often requires prudent planning regarding the income you’d require to live comfortably.
Do you have enough money for retirement, are you expecting further money or inheritance, or do you need assistance in generating additional income for retirement?
Our services include, but not exclusively:
- Public and/or Private Pensions review
- Cash Savings and Interest Rates
- Retirement Cash Modelling & Forecasting
- Equity Release
- Investments, Stocks and Bonds
- Property Taxation (ownership & structure)
- Inheritance Taxation
Alextra Wealth Management can assist in the following key areas of financial planning for now and the future.
Personal Financial Planning
Business Financial Planning
Wealth Creation, Management and Protection
Investment Risk Management
A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Tax treatment is based on individual circumstances and may be subject to change in the future.
The Financial Conduct Authority does not regulate tax planning.
Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
home reversion plan. To understand the features and risks, ask for a personalised illustration.
If you’d like to speak to a wealth manager, please call 01270 250800 for an initial free consultation or click on the button below to submit an enquiry.
Alextra Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
Alextra Wealth Management Ltd is registered in England and Wales under reference: 05541620. Registered and trading office address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.