"It was particularly important for me to ensure I’d have enough income when I came closer to retirement age, to enjoy the lifestyle that I’d envisaged and so I needed an adviser who could help me identify what those sums might be, to work backwards and ensure that the policies in place would be correct. I’m now in a far better and more secure situation than I was before.
The main benefit I’ve seen is being secure in the knowledge that my arrangements are fit for purpose and future proofed as much as can be, ensuring my finances continue to be in good shape as I look towards retirement age and beyond.
Without this advice, my arrangements would have been much more sporadic and haphazard and left much more to chance and with uncertainty as to whether I would have the income I wanted for my retirement - and that’s no place to be. I’ve received good advice and I’ve got great plans in place – I’m happy."
Ben Peters, Managing Director, Harrogate
