Drawdown or Annuity?
Not sure which is right for you?
You've probably read articles, watched videos and searched Google.
But you're still left wondering which option is right for you.
That's exactly why I created this page.
Before you decide, let's think it through together.
No obligation.
No sales pitch.
I'll reply personally.
Everything you send is confidential.
Why people struggle with this decision
Most people think this is a choice between two pension products.
It isn't.
It's a decision about how you want to live for the next twenty or thirty years.
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Would you rather have the certainty of a guaranteed income?
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Or the flexibility to adapt as life changes?
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How important is leaving money to your family?
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What happens if your health changes?
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What if you simply live much longer than expected?
There isn't a single right answer.
There is only the answer that's right for your life.
That's why I start with a conversation.
Not with products.
Not with recommendations.
Not with jargon.
Before we discuss drawdown or annuities, I want to understand what's important to you.
Only then does it make sense to explore which option fits your life.
A little about me
For over 33 years I've helped people make important financial decisions with greater confidence.
I'm an independent Chartered Financial Planner and Chartered Wealth Manager, helping people make confident decisions about retirement, pensions and later life planning.
The purpose of our first conversation isn't to sell you anything.
It's to help you decide what's right for you.
Still not sure?
You don't need to decide today.
You don't need all the paperwork.
You don't even need to know whether drawdown or an annuity is right for you.
If you're trying to make sense of your options, tell me what's on your mind.
I'll read your message personally and reply by email.
UK +44 (0)333 939 8263
hello@thewealth.coach
Treowe House
2 Claremont Bank, Shrewsbury, SY1 1RW
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The Wealth Coach is a trading name of Murray Round Wealth Management Limited authorised and regulated by The Financial Conduct Authority
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Wealth Coach is a trading name of Murray Round Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Murray Round Wealth Management Limited is entered on the FCA register under reference 194133. Company number 4010289. Registered address 2 Claremont Bank, Shrewsbury, SY1 1RW Telephone: 01743 248018 or email hello@thewealth.coach. Please note that information on this site should not be viewed as a personal recommendation or solicitation to deal.
The Wealth Coach
An Independent Financial Adviser