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Client Stories
February 16, 2024

Travelling The World After Early Retirement

Matthew Sinclair APFS
Chartered Financial Planner
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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

Past performance is no guide to future returns. Your investments can go down as well as up, so you could get back less than you originally invested. The content on this website is for educational purposes only, and should not be taken as personal advice.

At our latest Annual Client Conference, we announced that we were looking to put together a Charity Calendar for 2025, showcasing photographs of what our clients are getting up to in retirement.

Graham and Janet came to see us in 2021, after deciding they wanted to review their retirement options, and were the first to jump at the chance at sharing their story.

They had a clear vision of what they wanted out of retirement, and just needed a financial planner to help them get there - which is where we came in!

In Graham's words:

"My wife and I took early retirement in September last year, age 55.
One of our goals is to travel and explore the world - here are photos of our recent 2 month trip to Australia and motorhome tour of New Zealand.
None of this would be possible without the help and advice from Matthew and all the team at WoA.
Thank you!"

Previously they had talked to other advisers about what they wanted, but decided against using their services due to the fact they hadn't felt personal enough and were always holding meetings over the phone.

Thankfully, we were able to help them with their financial plan and make sure they get as much as possible out of their retirement - which they're clearly doing!

We look forward to seeing where Graham and Janet end up next.

If you would like to have a chat with us about your financial plan, we'd be more than happy to discuss this with you. Who knows, maybe you're a lot closer to your dream holiday than you think!

Get your financial plan on the right track.

If you want a better view of what your future could be, we'll have a chat over a cup of coffee in our Durham office and work out if we can add any value to your financial picture.

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Matthew Sinclair (left) and Chris Breward (right), Chartered Financial Planners at Wealth of Advice