The clients, a couple, approached us to work with them to create a timeframe for how to plan for retirement.
Following an initial consultation, we established that they had built up to eight different pension pots over the years and they 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 at least another five years before retiring.
Through detailed budget planning, analysis of existing pension schemes, cash flow modeling, and strategic use of non-pension assets, we were able to advise them how to plan for retirement and how 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 Financial Solutions wants to ensure your financial wellbeing by providing clear, straightforward planning, get in touch today to arrange a planning call or meeting.
*The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.