Simon & Rayna
"After nearly forty years working for 5 companies in a corporate environment with multiple pension plans, savings and AVC's, Rayna and I decided it was time we started to financially plan how we were going to enjoy completing our bucket list. After some research looking for a financial adviser whom we could trust, understand, and provide ongoing engagement and reporting, Paul Ormerod at Asset Wise was recommended to us. Paul helped us arrange and manage all my pension pots to trigger the income we needed, to do the things we wanted."Simon
Paul Ormerod says: "When Simon first came to see me, he had the usual array of pension pots collected over a lifetime of employers. By carefully analysing each of these, we came up with a plan to initially draw two pensions to cover the early retirement period with the another pension coming in 5 years later and the State Pension shortly after that. By mixing tax free cash with taxable income we have produced more than the take home income they were looking for. We review Simon’s situation on a quarterly basis and provide him with online access so that he can review his financial situation whenever he wishes."