Julie needed a pension adviser in Swindon, to help her understand what her options were regarding the pensions she was now entitled to.
Chris was in the process of receiving an inheritance, and wanted to use it to generate additional income, without eating into the capital over time.
Debbie wanted to make sure that her children could benefit from her pension on death, which isn’t typically the case for this type of pension.
Jo & Paul were keen to put some insurances in place, so that they had peace of mind that their bills were covered should the worst happen.
Richard had recently left his job, and after spending a short while not working, he wanted to understand if he could retire now.