The clients, a couple, approached us to work with them to create a timeframe for if, and when, they could retire.
Following an initial consultation, we established that they had built up eight different pension pots over the years and were not quite sure what they had. Alongside some cash savings they also had a rental property to help support their income in retirement. The expectation was that they would need to work for a least another five years before retiring.
Through detailed budget planning, analysis of existing pension schemes, cash flow modelling and strategic use of non-pension assets, we were able to advise them that they could afford to retire comfortably tomorrow!
Our advice enabled them to stop working four years earlier than expected. They now get to travel and spend more time with their grandchildren, making the most of their early retirement.
Resolve want to ensure your financial wellbeing by providing clear, straightforward planning.