Ergowealth Ltd, Unit 1, Derwent House, Dedmere Road, Buckinghamshire, Marlow, SL7 1PG
We’re a Chartered firm of Independent Financial Planners working with people across Buckinghamshire and further afield.
Ergowealth was founded in 2014 by a group of financial professionals with a common vision: to provide a truly integrated financial planning service, working to the highest professional standards, to deliver the best possible outcomes for our clients.
Over the years, we have developed a specialism in working with the following types of people:
• People who are planning for retirement. We’ll help you plan for your desired retirement lifestyle and assess your current pension provision.
• People who are retiring now. We’ll help you gain clarity on your financial position and ensure you can live the lifestyle you want throughout retirement.
• People who are already retired. We’ll help you fulfil your retirement aspirations, ensure your finances are sustainable and enable you to leave a financial legacy for your family.
• Business owners. We’ll ensure the financial side of your business complements your personal finances, then help you plan for your future exit and retirement.
• Professional advisers. We’ll provide bespoke financial solutions that address the needs and challenges of both your employees and your clients.
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