You will also have a clear view of what your future might look like and will be able to easily understand the implications of any actions you might take.

In addition, as you might expect from one of the UK’s leading firms, expert ongoing advice and professional support with your complex financial planning issues, including in the areas of pensions, retirement and tax, comes as standard.

Further, at its heart, WealthSense™ has the following key aims:

  • To deliver clarity, confidence and comfort around your money

  • To ensure you have sensibly structured and elegantly simple financial affairs

  • To help you to achieve – and maintain indefinitely – financial freedom and the best possible lifestyle choices