Planning for retirement

Chris & Joanna had worked since they were 18 and were approaching 65. They had both saved well into pensions at work but didn’t know what their options were for taking an income. They had looked at annuities and were baffled by them and had read about pension freedoms. For them it was about trying to demystify retirement planning and the peace of mind of knowing they shouldn’t run out of money.




  • Financial MOT – £995
  • Pension consolidation into drawdown – £2,000
  • Ongoing charges on an investment of £250,000 – £2,500pa

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Blog: How to Invest with Success…

It might sound obvious, but it is crucial that you consider the benefits and possible drawbacks whenever

you’re making an investment decision, as a recent and awful news story highlights in this post.

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March 29, 2019

Episode 48 – The Money Plan with Warren Shute

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode … Continued