About Us

We are based in Tettenhall, Wolverhampton and I (John Haden), have been advising clients for over 26 years. My wife Amanda, runs the office supported by my two daughters, Sophie and Xanthe, so you could say, it’s well and truly a family business! I try to provide good regular service and some of my clients have been customers for more than 20 years.

I see all my clients at least once or twice a year, as their pensions, investments, protection needs, etc. inevitably change with circumstance. I guide people through the maze that is ‘retirement planning’ and try and help people to achieve their desired income in retirement.

If you have accumulated more than one pension during your working lifetime, I can help you to make sense of what you have. I’ll review your pensions and offer realistic projections so you understand your benefits and can make realistic plans for retirement.

If you have reached retirement age – or want to retire early – I can help you to understand any benefits you may have accumulated. I will then shop around to help you achieve the highest possible income. If you have medical conditions we can shop around with the aim of helping you to achieve maximum benefit.

 

At Retirement Advice

  • Do we include a spouse’s benefit?
  • Do you want your income in retirement to increase to combat the effects of inflation?
  • Do you want to leave your pension fund upon your passing, to your family?
  • I can help you with all the above questions.

It pays to shop around when you are about to retire; don’t just take the benefits from your current provider as you may be missing out on a higher income!

Business Financial Advice

As an employer do you know your duties with regard to the legislation surrounding work place pensions/auto enrolment?

  • Do you have an existing scheme?
  • Does it qualify as a work place pension?
  • Do you know the ‘staging/start date’ by which you need to have a scheme in place?
  • Do you join the National Employment Savings Trust (NEST) the government sponsored scheme?

We can help and advise you in relation to all the above questions.

We can also help you with your investment needs

  • What it is you are trying to achieve?
  • Do you want to invest for income or capital growth, or both?
  • What level of risk do you take?
  • We will review your existing portfolio to ascertain the current levels of risk you are taking. Does it still meet your needs?

We also help clients with Inheritance Tax (IHT) planning whether it be investing via the use of trusts etc. We can help!

 

Want to know more?

Call us for a friendly chat on 01902 578557  or 07932 100643 or email: john@hadenretirementsolutions.co.uk