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The Confidence to Retire.
22nd July 2015
Trevor Sedgwick, age 55 from Darlington first became aware of my wealth when he was invited to attend a retirement planning seminar whilst working for BT.
Following the offer of early retirement with BT, Trevor wanted to understand his financial position further and met with my wealth Adviser, Samantha Tulloch. In the meeting, Samantha was informative and took the time to review his finances in order to consider whether he would have his desired level of income in retirement, if he decided to take it early. Following a detailed report, it was clear that early retirement was an option for Trevor which gave him the confidence he needed to accept the offer.
Since retiring, Trevor has been using his free time to do various DIY projects around the house and is enjoying hobbies such as clay pigeon shooting and fly fishing.
He comments, “Overall, it was a very pleasurable experience.”
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