Client Stories

Challenge

Wanted to retire at 55 but weren't sure if their savings would last.

Solution

Built a detailed cashflow model, consolidated pensions, and restructured investments for income.

Result

Retired at 55 with confidence. Portfolio on track after two years.

Challenge

Multiple old workplace pensions with high charges and poor fund choices.

Solution

Consolidated five pensions into a modern SIPP with lower fees and better diversification.

Result

Annual charges reduced by £8,200. Projected retirement fund increased by £140,000.