Please note: this service offers a free initial consultation. Further work or advice required will carry a fee.

Image of coins - Age Cymru Swansea Bay Lifetime Planning clinics

Our new Lifetime Planning service provides expert financial advice to help you plan for the future with confidence.

Delivered in partnership with DWJ Wealth Management Ltd, our free monthly Lifetime Planning clinics aim to help you secure your financial future.

Our service takes a whole-life approach to your finances. This means that we will support you to look at ways that you can make your money work for you now as well as planning for things that might happen in the future.

Lifetime Planning helps you consider things like;

  • Mortgages
  • Pensions
  • Savings & Investments
  • Inheritance tax (IHT)
  • Long Term Care – providing for it & protecting your assets
  • Life & health protection
  • Tax services
  • Legal services
  • Private Medical Insurance
  • Discretionary fund management
  • Immediate Needs Annuities

You do not need to have lots of money to benefit from our Lifetime Planning service; DWJ Wealth Management Ltd work with clients of all ages with widely different incomes and resources, and can tailor support to your particular situation.

If you’re considering making a Lasting Power of Attorney or writing a will, obtaining expert financial advice from our Lifetime Planning service will complement this.

Planning for your financial future makes sense. So, why not book your free consultation today? You’ve nothing to lose, and a whole lot of peace of mind to gain.

The next Lifetime Planning clinics will be held on:

  • 4th May, 2017 (09.30-16.00)
  • 8th June, 2017 (09.30-16.00)

To book an appointment, call 01792 64 88 66 or email enquiries@agecymruswanseabay.org.uk.

Further information