Our financial worries don’t diminish as we get older. Mr Booker was worried that he wouldn’t be able to afford the cost of care, without reducing the inheritance he would be able to leave to his son. We showed him how it was possible to achieve both his objectives.
Mr and Mrs Winter both wanted to retire. But having lost track of their pensions, savings and investments they were unsure whether retirement was an option. Following a review of their pensions,savings and investments,we were able to show them that it was.
Peter had just been made redundant. At 58, he didn’t really want to return to work, but was worried he couldn’t afford to retire. After a review of his pensions,savings and investments, we showed him how this was possible, without compromising his lifestyle.