Paul had just hit his forties and having saved into various personal pension plans throughout his adult years he wanted to make sure that his pension funds were best placed to meet his future retirement objectives.
In order to ensure financial security as he transitioned into retirement over a period of four years, Mike wanted some advice on how best to use his personal pensions in order to do so.
Chloe’s personal training business had just reached its 1st anniversary and was becoming quite profitable having secured contracts with several corporate businesses. Now in her late 20’s she realised that at some stage it may be wise to plan for the future.
Joanne wanted to retire. She had been suffering from ill health for many years, therefore wanted to ensure her pension could be passed down to her daughters in the event of her death.
If you would like to chat, please complete the form and we will call you back.
01706 212040
Simply Pensions
Kingfisher Business Centre,
Burnley Road,
Rawtenstall,
Rossendale,
Lancashire,
BB4 8EQ
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