I had been saving into a pension for many years and had never really given much thought to how these funds would support me and my family in retirement. Having realised that I needed to seek advice I contacted Lee and arranged a meeting with him.
I had built up a pension pot on my own and had received financial advice on and off in the past but I never really felt as though my retirement planning was on track.
Lee asked me what I wanted my retirement to look like and I explained to him my goal of being financially independent at age 60. I wanted to be mortgage free, have a certain level of income and be in a position to pay for my children to go to university.
Lee explained how pensions are now much more flexible and outlined a number of potential strategies that I could follow.
He then analysed my pension and put together a Financial Plan for me which contained a recommendation for the investment of my pension funds and how much I needed to save in the future. I have found this very useful and it has given me peace of mind about my retirement plans. Up until this point, I had simply been saving without thinking about how I would achieve my goals.
I now have a Plan that is based on giving me the income I need in retirement and I feel in greater control of my finances. I truly believe that all of my goals are achievable.
I have always found Lee professional, approachable and he keeps things simple which helps me understand the Plan I have in place.