Guiding you on a Journey to Financial Wellbeing
Embark on a journey toward financial security and peace of mind with Pathway.
This service is designed to empower you to take intentional steps to improve the financial well-being for you and your family.
Financial health is not a destination – it’s a continuous journey, and we’re here to guide you every step of the way.
State Pension
Forecast
Obtain a state pension forecast to find out what your foundation income will be in retirement and what age you will receive this.
Join your Workplace Pension
This is one of the most valuable employee benefits available and almost always the right choice for your future financial well-being.
Combine your old Pension Pots
Take control of your pension pots and combine them to one for ease of control and retirement planning
HMRC
App
Download the HMRC app from Apple or Google to take control of your tax affairs and manage your tax online including making payments.
Land Registry Property Alert Service
Be property smart - protect your property against fraud by taking advantage of this free service and be one step ahead of the scammers.
Make a
Will
Ensure that on death your estate is passed to the intended beneficiaries in accordance with your wishes.
Lasting Power of Attorney
A legal document that lets you decide who can manage your affairs on your behalf if you are unable to do so.
Life
Insurance
Imagine a future where your loved ones are financially secure, no matter what happens. Life insurance makes this dream a reality!
Start Your Retirement Planning
Retirement planning is one of the most important aspects of financial well-being. While the State Pension provides a foundation for retirement income, it may not be enough to support your desired lifestyle.
You need to be intentional!
To pursue your financial well-being, you need to be intentional and start the process now.
Check your Financial Wellbeing Score.
Need help?
Please contact us if you have any questions or would like to discuss the services.
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Download your Free Financial Well-Being Guide
Download a free copy of our Financial Well-Being Guide for Employees. It is packed with useful information, tips and action steps for you to take that will help you on your journey to pursuing financial well-being for you and your family.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Financial protection policies typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investments (and any income from them) can go down as well as up, which would have an impact on the level of pension benefits available. If you wish to register a complaint, please write to or telephone Alero Harvey-Koroma. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.