Planning For Your Future

Planning For Your Future

We offer help in planning for your future in a number of ways. We can talk to you about your retirement plans before you retire. We can help you explore all the options available to you and look at steps you might want to take to provide for yourself or your family.

Pre-retirement Planning

We can help you to understand what options are available for you when you retire. We can help you with planning making changes to your finances. However, this is not just about looking at changes in your finances; retirement is a new phase of life and can be the opportunity for you do things you wouldn’t be able to whilst in work. Many people chose to volunteer in an area that interests them, we have a number of volunteering options at Age Connects Morgannwg, or we can help you to find other opportunities. 

Making a Will

Age Connects Morgannwg has seen a marked increase in the number of enquiries relating to making a will. We are very aware that writing a will can be viewed as costly and complicated, frequently involving difficult decisions and forcing individuals to consider issues that can be upsetting. As a charity working with and for older people we recognise these issues but also wish to focus on the very positive benefits of making a will such as financial peace of mind in later life.

Monthly Financial Planning Surgery

We offer free, impartial financial and tax advice in our monthly surgery that can help you with your current situation and how you’d like your future to look. In our surgery we can provide you with help and support on:
  • Mortgages
  • Investments
  • Tax and tax reclaims
  • Wills and power of attorney
  • Estate Planning
  • Pensions
Call us to find out more or to book an appointment on 01443 490650.
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