Retirement Planning Advice

Updated: Jun 24, 2020


What were the circumstances that caused you to look for a Financial adviser?

First saw Neal in March 2014 to look at retirement planning for my wife.


How did Neal help you?

Neal re invested my wife's pension fund, advised on inheritance tax and over the last 4 years has always been available for advice and queries.


What is your current situation? Have you seen the outcome you were hoping for?

My wife has been able to withdraw a tax free sum each year which the funds have 'made up' each year.Although I do not normally make recommendations in financial matters, I have recommended Neal to friends and family and I believe they also are very pleased with his advice. My wife is certainly achieving the results she required as her state pension was put on hold for 6 years by government policy.


What could they have done better?

Thinking very hard about this question I still come up with nothing.

3 views0 comments