Menu
You’ve spent your life working hard to provide for your family and to secure their financial future. Now, it’s time to think about your own future and your goals and aspirations for life after work.
We don’t try to sell you a particular product or solution, or tell you what we think you should do with your retirement. Instead, we take the time to listen to your hopes for the future, understand the relationships you have with your family and discuss any concerns you may have about your finances. Whatever your aspirations for the future, we believe that we can only help you plan effectively once we truly understand what you want out of life.
We encourage you to think beyond the practical and envision what your ideal retirement would look like if only you had the financial means to achieve it. Would you take the holiday of a lifetime? Spend more time pursuing the hobbies and interests you didn’t have time for when you were working? Volunteer for a charity or work in the community? Help your children or grandchildren to purchase a property or fund their education?
We don’t try to sell you a particular product or solution, or tell you what we think you should do with your retirement. Instead, we take the time to listen to your hopes for the future, understand the relationships you have with your family and discuss any concerns you may have about your finances. Whatever your aspirations for the future, we believe that we can only help you plan effectively once we truly understand what you want out of life.
We encourage you to think beyond the practical and envision what your ideal retirement would look like if only you had the financial means to achieve it. Would you take the holiday of a lifetime? Spend more time pursuing the hobbies and interests you didn’t have time for when you were working? Volunteer for a charity or work in the community? Help your children or grandchildren to purchase a property or fund their education?
Once we’ve talked about you and your retirement goals, we’ll start getting into the practicalities. We’ll look at what you’ve got saved and what you might still need in order to meet your retirement objectives. We’ll talk about some of the common barriers to meeting your income needs in retirement and possible solutions for overcoming them. Then, we’ll present our recommendations for how to proceed in plain, jargon-free English.
Just to be clear, we’ll never simply hand you a retirement plan and leave you to it. After all, our goals and aspirations shift constantly as our lives and priorities change – so your financial plan will also need constant fine tuning to ensure it is on track to deliver the retirement lifestyle you’re aiming for. That’s why Parkworth is here for our clients in the leadup to retirement and beyond to keep an eye on things, adjust your plans if necessary and generally ensure you’re still on target for the retirement you deserve.
Once we’ve talked about you and your retirement goals, we’ll start getting into the practicalities. We’ll look at what you’ve got saved and what you might still need in order to meet your retirement objectives. We’ll talk about some of the common barriers to meeting your income needs in retirement and possible solutions for overcoming them. Then, we’ll present our recommendations for how to proceed in plain, jargon-free English.
Just to be clear, we’ll never simply hand you a retirement plan and leave you to it. After all, our goals and aspirations shift constantly as our lives and priorities change – so your financial plan will also need constant fine tuning to ensure it is on track to deliver the retirement lifestyle you’re aiming for. That’s why Parkworth is here for our clients in the leadup to retirement and beyond to keep an eye on things, adjust your plans if necessary and generally ensure you’re still on target for the retirement you deserve.
For friendly advice and expert assistance in achieving your life’s goals and aspirations, please get in touch for an initial chat.
Getting in contact
You can call us on 01444 707304, email us at matt@parkworthwp.co.uk or submit the enquiry form. Any correspondence should be sent to Parkworth, 26 Folders Lane, Burgess Hill, West Sussex, RH15 0DR. Our offices, where we hold all our meetings, are based at the beautiful Pippingford Park, shown on the map.
Enquiry form
Copyright © 2023 Parkworth. All rights reserved. Registered office, 26 Folders Lane, Burgess Hill, West Sussex RH15 0DR. Authorised and regulated by the Financial Conduct Authority.
Cookie Policy | Privacy Notice | Website by TOMD
Principal – Matt Porter.
Parkworth is a trading style of Matt Porter who is entered on the Financial Services Register https://register.fca.org.uk/ under reference 781320. If you wish to register a complaint, please write to us at the address above or email us at admin@parkworthwp.co.uk
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.