• February 24, 2017

    Case Study 4

    Jodie is aged 60, has two sons and 1 daughter, divorced 5 years ago and is in good health Jodie wishes to retire from her role with a local estate agents and expressed an income of £12,000 per annum is an amount that she could live on comfortably as an income. Her minimum income retirement […]

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  • Retirement Planning

    Zoe is 55 She has never sought advice regarding her pension planning and retirement options and is now looking for the best way forward. “I’m going to be honest, I’ve always found the wealth of information surrounding pensions either a) confusing or b) boring! Planning for retirement has always seemed like something that I would […]

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  • Pension Drawdown

    Roger is 60 He is married  to Dawn with 2 grown up children, Roger is working and earning an above average salary and Dawn works also. Roger plans to retire at his state pension age of 67.   Roger has a small amount of savings which will cover him and Dawn in the event of […]

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  • Investment (Ethical) Advice

    John is age 64 and Sally is age 63 They are married with 2 grown up children and 3 grandchildren, John is recently retired and Sally is successfully self-employed looking to wind down her business in the next 2/3 years.   They both have sizeable pension income and large amount of savings in savings accounts, […]

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