Build your financial security and stability in preparation for retirement with tailored pension planning services. Let us help you ensure that you and your beneficiaries are well taken care of well into your golden years and beyond.
How prepared do you feel for retirement? Are you feeling uncertain about whether your financial needs and those of your beneficiaries will be taken care of? We’re here to help.
Pension planning provides you with a steady stream of income throughout your retirement, ensuring you can cover living expenses regardless of market fluctuations or investment performance.
However, pension planning involves much more than simply saving for a rainy day. Knowing how to invest your money to generate long-term returns and taking advantage of any tax benefits is key to making your hard-earned money go further.
At Ambient Wealth Management, we are here to guide you through the pension planning process. We aim to help you better manage your investment portfolio and optimise your returns, ensuring your financial needs and those of your beneficiaries are met once you retire and ultimately pass away.
We also ensure that your pension plan complements your other retirement savings vehicles. By diversifying your investments, we can help you enhance your overall retirement preparedness and mitigate risks associated with any single investment option.
At Ambient Wealth Management, our primary focus is expat retirement planning. Our solutions and providers used are designed to address the unique challenges faced by nationals living abroad.
What’s more, the services, products, and investments opportunities we offer and have access to are with some of the world’s most renowned financial institutions in highly regulated global jurisdictions, providing you with added peace of mind.
Overall, our approach ensures that every aspect of retirement is carefully and thoughtfully planned, from UK/international pension transfers to long-term wealth preservation.
Making the decision to transfer your pension to another provider can be stressful, but we’re here to guide you through the intricacies of this process.
There are a number of benefits associated with transferring your pension to a new provider, but it’s not without risk. Our goal is to help you mitigate some of the most common risks and ensure you continue to see ongoing financial growth.
Haven’t decided on a new provider just yet, but know you want to make the move? We can help with this too. Thanks to our extensive experience in the retirement planning sector, we can provide you with recommendations that meet your specific requirements.
We’re here to maintain your peace of mind knowing your retirement funds are well taken care of now and well into the future.
Want to find out more about our pension planning and transfer services? Leave us your details and we will contact you to arrange a free consultation.
I met Josh through a friend of mine whom josh was taking care of her financial matters.
I asked him for some advice of financial matters and opening accounts, very efficient, knowledgable and well informed young man , who i will be working with in the future.
February 1, 2024
From the very first contact with Josh I have found him to be thorough, transparent and highly professional. He is a very knowledgeable person who has never failed to answer any questions promptly, honestly and in clear language that is easy to understand. He also takes the time to explain, what can be complex information, in a clear and concise manner and makes sure that this is fully understood.
Josh is highly experienced in both the Spanish and English financial systems so understands easily what is best for the individual to match their financial requirements and to be able to recommend the most tax efficient products.
From my own experience with Ambient Wealth I would not hesitate in recommending their services.
February 22, 2024
I believe that Josh and I will have a long professional relationship, because I could not imagine moving my business elsewhere. Also, there is not much this guy doesn’t know, and what he doesn’t know he makes it a challenge to get an answer for you. I am so happy with his professional, knowledgeable and courteous manner along with the amazing services that Ambient Wealth Management offer, I could not recommend Josh Williams, and the company highly enough.
March 21, 2024
We’re ready to answer any questions you might have and schedule an obligation-free meeting with an adviser. Leave us your details and an adviser will reach out at your requested time.
Alternatively, contact us direct
Telephone / WhatsApp: +34 658 077 450
Email: contact@ambient-wm.com
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Ambient Wealth Management, based in Spain, is an appointed representative of Adviser Platform Lda. Adviser Platform hold the appropriate licensing and regulatory permissions to operate and advise within the European Economic Area (EEA). Adviser Platform is EU authorised and regulated by the Insurance and Pension Funds Supervisory Authority Portugal (“ASF”) registration number 607124296.
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