Professional

Richard and Sarah had built up various pensions in both the UK and Australia. We’ve helped them put together a financial plan which will help them to retire as early as possible.

Professional

  • Richard & Sarah Brown
  • |Professionals
  • |Age: 40's

Richard and Sarah are in their 40s. Richard is an IT consultant and Sarah works in product development for a pharmaceutical company.

Why did you need financial advice?

“Having spent eight years living and working in Australia, we came back to the UK in 2018 and started to build a life in the North East. We’re both interested in outdoor pursuits, so as well as our jobs, we also run a company called Fun Fit Adventure which imports tear-drop caravans and accessories.

We were conscious that we had a lot of different pensions between us; some in the UK and others in Australia, and we wanted to get them in order. Our accountant for the business recommended that we speak to Chris Douglas.”

How did we help?

“We approached Chris to help us with our pensions, but he actually made us think more broadly about what we want to do in retirement. Until then, we didn’t have a plan for retirement; we were just putting money into our pensions.

Chris has put all of our various pensions in order, but more than that, he has helped us to identify that we want to retire as early as possible so that we can enjoy an active retirement while we can. We now have a financial plan which will help us to achieve that.”

How have you benefited from financial advice?

“It’s all very well having a financial adviser sort out your pensions, but if you want to achieve your goals for retirement, they need to be actively managed. This means taking advantage of any tax relief available and ensuring that our investments are performing as well as they should, at an acceptable cost.

Pensions are not my area of expertise and neither of us have the time to research and manage them ourselves, so it’s important to us to have an expert in charge of them, who knows what we want to achieve.

Our regular updates and meetings help us to keep on top of things and make changes according to what we want to do, for example, make home improvements. Thanks to Chris, we feel a lot more organised and in control of our finances; after all, there’s no point in sorting out your pensions just to put them in a filing cabinet and hope for the best!”

Back To All Clients
"Thanks to Chris, we feel a lot more organised and in control of our finances; after all, there’s no point in sorting out your pensions just to put them in a filing cabinet and hope for the best!"
Testimonial from Richard
Get in touch to see how we can help you

If you would like our help in simplifying your financial planning, please do get in touch for a no obligation consultation, at no cost to you.

Contact Us