Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Retirement Ready Quiz
Are you on track for a secure retirement? Many people overlook the importance of strategic financial planning and investment choices. Understanding your money habits and refining your saving skills can make all the difference in achieving your retirement goals. It’s time to assess where you stand and how to improve your financial future. Discover how well-prepared you are for retirement with our insightful tool. Take the Retirement Ready Scorecard 2025 now:
Testimonials
“Sarah conducted a thorough review of the financial circumstances of myself and my husband. She advised us on the best course of action for our various pensions and on the best way to invest the proceeds of the sale of a house. Her advice and holistic approach has provided my husband and I with the information that we can both retire early, knowing that we are in a good position financially.”
H Atkins, Buckinghamshire
“Sarah has changed my life. Before, I didn’t feel in control of my pension or have a clear plan for the future. Now, I do. Sarah has provided advice with a holistic, forward-thinking approach that has given me a solid plan for the present – one I know can adapt as my life circumstances change.”
A Eller, Hampshire
“I wanted a pension review by someone I felt I could trust. Sarah was very personable and professional. She advised on my pensions and what options were available to me. Every step was explained in a straightforward way and she was personable and interested. She was knowledgeable and great at communicating and I felt supported every step of the way.”
S Harness, Shropshire
Want to know more?
To find out more or to arrange a meeting with us, please call 01256 578108, or email support@blythwealth.co.uk