Early retirement with solid financial advice
Michael first got in touch with Wealth of Advice in 2017, after being introduced to Chris by friends. He was a manager at Caterpillar, and was keen to put a plan in place to retire at age 55.
As well as retiring early, Michael wished to pay off his mortgage and to provide his daughters with financial support to get onto the property ladder in the future. He wanted advice from us to make sure that his pensions would provide financial security for himself and his wife throughout retirement.
With advice from Wealth of Advice (and the help of some additional savings outside of his pension), Michael was given the peace of mind that he could retire at the age of 54, knowing his family's financial future was secure.
In retirement, Michael is following Sunderland AFC, gardening, spending time with his family and playing golf.
Over the years, Michael has valued the regular reviews to ensure that his financial plan is on track and attending client seminars to hear from fund managers.
As a result of the service that Michael has received, he has recommended that friends and family talk to us about their own financial affairs.
Get in touch with us