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Planning for Retirement
2nd September 2015
At age 56 Robert Chalk, a BT employee from Essex didn’t realise retirement could be so straight forward until he was introduced to my wealth following a planning for retirement seminar he attended at his workplace.
He currently holds shares in BT, as well as ISAs, and was seeking advice on the most appropriate options for him. Therefore, he met with my wealth Adviser, Paul Hughes. Paul took the time to thoroughly understand Robert’s goals and provided a clear and realistic plan of what could be achieved.
Robert comments, “I particularly liked the connection my wealth has with BT, I have been working at BT for 40 years so love and trust the company.” He goes on to say, “Paul took time to understand my financial position and what I wanted from my investments.”
Robert is still working for BT but looking to retire in the upcoming years.
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