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Paul & Anne’s Retirement Challenge 

Paul and Anne were dissatisfied with the performance of their existing pensions and investments.  They felt that their pensions were not properly managed and were looking for a financial adviser to review them to understand how to improve the level of their income in retirement.

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Our Approach

We found that their existing pensions, which were setup a long time ago, were not flexible for their situation and too costly.  After analysing the level of risk that they were prepared to take for the returns that they hoped to achieve, we put together a new more cost-effective portfolio with better performing funds.



Paul and Anne were delighted with the fact that their pension was being actively looked after and the ongoing reviews have made sure that their retirement remains on course.

Arrange a free initial no obligation consultation

Or call on 0117 907 1965


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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965