Retirement Planning.

Get the retirement you desire.

Retirement means many things to different people and there is no defined age you must retire by. At Countrywide Advice we help you work through your retirement objectives and match them with financial strategies and products.
We can assist with working out how much you will need to live on, how long your retirement savings may last and understanding your options. We also assist with understanding your entitlements regarding social security and maximising them where possible. In particular it is very important to ensure that your investments are not invested in assets that are too risky but will also provide sufficient return to allow you to enjoy your retirement.
The key to retirement planning is knowing that it is never too early or too late to start, but the earlier you start the better.


We uncover the best Retirement Planning advice for you.


    We listen and act when we understand.

    We start by establishing a crystal-clear understanding of your circumstances and identify what is important to you. In this introductory stage, we discover your budgetary guidelines and expenses to establish a clear understanding of the types of cover most suitable for you.


    We uncover the cover best for you.

    We undertake thorough market wide research across all insurers and carry out in-depth policy & contract analysis. All our research takes into account a pre-assessment of any medical & financials issues and includes in-depth premium analysis.

  • 3. ADVICE

    We provide intelligent and expert advice.

    Our advisers will discuss the outcome of the research and an evaluation of the proposed levels of cover. We will provide a Statement of Advice and discuss the best options for you and your circumstances.


    We provide intelligent and expert advice.

    Our dedicated administrators will arrange all paperwork, fast tracking any medical & financial requirements. We have considerable expertise in negotiating medical loadings or exclusions which is a huge benefit to the client at this point in the process.


    We keep you and your cover up-to-date.

    Each year we will review your policy, discuss your levels of cover and make amendments if required. All members receive a summary of schedules and taxation information from Priority Life and their insurer year on year.


    We take the worry out of claims

    Our dedicated claims team aims to ensure you receive priority service and peace of mind though the claims process. 24/7 phone and online fast and efficient service including crisis management.