How ready are you for retirement and life after work?
Take this quick assessment and your FREE and personalised report will be instantly revealed...
Through quick and easy questions your report analyses your readiness for the next key phase of your life, and points you to key action steps to consider.
- Completely free tool: £0 required
- Proven to work, time and time again
- Results and report 100% tailored to you
NOTE: THIS IS A DEMONSTRATION SCORECARD FOR USE BY PROFESSIONAL FINANCIAL ADVSERS
Your scorecard looks at the following key areas:
Your Retirement Vision
What are your hopes and dreams for a happy and exciting next phase of your life?
Funding your Lifestyle
You have exciting plans but will you have sufficient funds for the future?
Expecting the Unexpected
How confident are you that you can handle unexpected expenses in the future?
Who we are
Williamson Jones
Family owned retirement planning specialists in Reading
Mike Jones and Sue Williamson have been working with business owners and those approaching retirement for twenty years.
At Williamson Jones Financial Planning, we aim to redefine the way people relate to their advisers and believe firmly that clients see us as trusted retirement coaches and planners, so our help is provided on your terms, not ours.
We’ll be here when you need us, and with truly specialist advice and expertise on all aspects of your finances.
We’re small enough to offer you close personal attention and consistency of service – but big enough to provide you with expert advice on pensions, investments, retirement planning and later life mortgages too.
And finally… we’re approachable, knowledgeable and above all independent.