Some info about Josie and her case study.Read More
Chris Jones (56) came to us for help with his pension planning.Read More
Rob approached us with an old pension fund with a "zombie" company.Read More
When Matthew (57) recovered from a serious illness, he knew it was time to understand his financial options and how best he could manage them should he have to retire.Read More
Why you may consider looking at your Defined Benefit/Final Salary Pension options when serious ill-health impacts on someone’s pension options…..Read More
Mr & Mrs B came to us as their Defined Benefit scheme wouldn’t allow them to retire until they were 65.
This was a problem as they really wanted to retire early, at 59 and they need to find a way of arranging the required income level through the intervening six yearsRead More