Independent Financial Planning Throughout the South West & South Wales
Adrian has extensive experience in helping people to answer these questions and plan and understand their retirement benefits and options. To ensure that you are in the best position to maximise your retirement and create a flexible tax efficient income please get in touch.
"Following our recent telephone conversation and in confirmation, would like to state that we are very pleased with the advice and option proposals you provided with regard to our retirement plans.
You took on board our circumstances, my initial thoughts and provided a review report, for our perusal, to include our options with your alternative proposals. Having absorbed the information, followed by a further meeting with yourself, your proposal, once I got my head round it and understood the concept, was tailor made for our future requirements and plans.
Having kick-started the scheme, comprising state pension, investment bond and personal pension fund tax free cash draw-down incomes, it appears to be working as forecast. Furthermore following the investment and pension funds online, with vested interest, confirms your selection proposals appear solid in accordance with our risk assessment.
Many thanks for your advice and services, which are much appreciated. Looking forward to a future review with you in due course.
With best wishes and kind regards,
Mr & Mrs G, Swindon
Advice needed? Are you?
I would like to say a huge thank you for the way you have dealt with our business, it has not been easy given the circumstances. We both came away yesterday feeling extremely relieved that we have sorted our wills and our financial affairs are in order. It means that we can concentrate on health, wellbeing and enjoying life.
Its good to know that you are there for ongoing advice and support for us and I am more than happy to pass on your details to friends who might want advice on their BBC pension in particular.
Mr & Mrs P, Cardiff
Independent Financial Adviser & Pension Transfer Specialist
firstname.lastname@example.org / Telephone: 07725 343815
Authorised and regulated by The Financial Conduct Authority
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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