Dave Brown

Background

Dave Brown is the senior partner of Thomas David, a firm of Chartered Accountants in Hertford. He is a fellow of the Institute of Chartered Accountants and owns a home in Colliers End.

He came to gpfm seeking to plan his financial future, and discuss tax-effective saving solutions for his retirement. Dave had worked with Gerald Pepper, founder of gpfm for several years.

Key challenges

Mr Brown’s objectives were similar to those of thousands across the country: to make the most of his pension pot, enabling him to retire at the respectable age of 63.

Solution

In order to allow Mr Brown to retire early, he worked primarily with Scott Atkinson at gpfm to assess his taxes, his assets and especially his existing pension strategy.

One of Mr Brown’s criteria for the financial plan that gpfm would put together was that any financial risks had to be low. In other words, only a limited degree of risk was acceptable in maximising the pension pot to enable early retirement.

gpfm were able to come up with a pension solution that would enable Mr Brown to retire at his agreed age of 63, but as well as this, they were also able to secure Mr Brown the funds to purchase a holiday home that all his family are able to utilise.

A quote from the client:

“In the last few years, gpfm, and especially Scott, have taken me on a journey – recovering the pot and more – with sensible and regular discussions and decisions. The whole gpfm team have been very helpful and regular discussions have helped to keep the plan on track. I can recommend gpfm very, very highly.”

About gpfm

gpfm are an independent financial planning company dedicated to the provision of personal, professional and objectively-driven advice for our clients. We have been awarded the Chartered Financial Planners title by the Chartered Insurance Institute for offering high quality, independent and informed advice that meets the needs of our clients.

If you are seeking financial planning advice, get in touch with us today at enquiries@gpfm.co.uk or call 01992 500 261 now, and see how we can help address your financial future.