Financial advice Bath and Bristol- Alan Seward
Expert pension planning

Alan Seward Financial Advisors - personal planning - enriching lives


Enjoying retirement

Specialist pension advice on saving for your future

Most retired people will say they don’t know how they ever found time for a career as they are busier than ever since they stopped working.  A good retirement means taking time to enjoy the fruits of a lifetime of labour and enjoying life at your own pace. Consider the following…

  • At what age do you want to retire?
  • What travel and hobbies do you want to do?
  • What assistance would you like to give your children and grandchildren?
  • What are the pros and cons of releasing money from your home?

We can advise you on all features of retirement planning and direct you towards any benefits you may be entitled to. The most important aspect of retirement preparation is to start saving as early and wisely as possible and we can help you plan this. 

Please use our free guides and tools for further information.  To speak to one of our independent financial advisors please contact us or call 01225 44 88 32.   

The value of the investment can go down as well as up and you may not get back as much as you put in.

"I found Matthew to have a ‘passion’ for pensions, and his knowledge on the subject was second to none. He was always available to discuss my queries, and never failed to return my calls within the hour. He would seek advice on anything he wasn’t 100% sure of, and appeared to have only my interest in mind. We discussed everything in detail, and he took the trouble to fully explain the issues so I had a good understanding on a step-by-step basis. His manner was friendly and courteous yet very professional, and made dealing with him a pleasant experience. I wouldn’t hesitate in contacting him in the future for further financial advice, as well as passing my personal recommendation to my wide range of friends and associates."
Malcolm Johns, Rickmansworth

"I was pleased with the excellent service I received from Matthew Rich of Alan Seward Financial Solutions. I was given a significant increase in my pension from the one on offer by my original pension fund."
Henry Osborne, Bristol

"Matthew explained every detail in a language that I understood and made it possible for me to make the right decisions. Many thanks for all you patience and hard work."
Chris Aldridge, Weston-super-Mare

"Very thorough personal service. Non-pushy, trustworthy and knowledgeable in many areas. I had no knowledge of pensions before and I left with a good understanding of where my money is being invested. Always giving over 100% whether by email, phone or in person. Would definitely recommend."
Louise Goodman, Bath

"I wanted quick, informed advice about pensions without any jargon or hassle. Matthew was highly professional and made the whole process much easier. I felt confident he was helping me to make the right decision for me."
Lindsay McAloon, Bath

Read the Retirement Planning report we wrote to secure our shortlisting at the coveted Financial Planner Awards 2011.

Click here to download our Retirement Planning guide

 

Winner - Inheritance Tax Planner at the Professional Adviser Awards 2011 Runner-up - Cautious Investment Planner at the Professional Adviser Awards 2011

 

People, not products
ALAN SEWARD FINANCIAL SOLUTIONS
1a Queen Square, Bath BA1 2HA
Tel: 01225 448832
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PROUD TO BE NOMINATED BEST SMALL ADVISER AT THE PROFESSIONAL ADVISER AWARDS 2011
Alan Seward Financial Solutions Ltd is an appointed representative of Intrinsic Wealth Management.
Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised
and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the
FSA Register (http://www.fsa.gov.uk/register) under reference 440703.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and
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