Pensions – Mr B

Our client owns his own limited company but had no pension provision when he approached us, and was keen to ensure he had sufficient income available for his retirement. He had previously spoken to another Independent Financial Advisor, but was not impressed with the service or the cost (he spent 50% less with us for what he tells us is a better service!).

We provided a detailed report to demonstrate his potential income, highlighted any likely shortfalls, and ultimately found him a better deal.

Based on our advice, Mr B soon took up a self-invested personal pension (SIPP) which we recommended because he wanted full flexibility of access to his investment at the time of his retirement. We now provide an ongoing service for Mr B, meeting at regular intervals to review his investment, managing the process for him (taking care of any required adjustments to his investment) and removing the hassle and worry from the process.