Keith: Private Client

Background:

Director Simon Frost had known Keith for some time as members of the same golf society. During one of the rounds the conversation turned to pensions as Keith was thinking about his retirement.

Key Challenges

One of the key challenges for Simon and Keith was Keith’s desire to retire early – sixty at the very latest. Keith needed guidance on when he could retire and how he could secure an income sufficient to meet his cost of living and lifestyle expenses.

They worked together on the basis of retiring at 57, which would have been in two years’ time but actually ended up with the decision for Keith to retire at 55, two years earlier than expected – an excellent result.

This was the result of thorough research and analysis by gpfm and being able to demonstrate to Keith that early retirement was achievable and sustainable, something Keith had never thought possible. No doubt early retirement will help Keith achieve one ambition of reducing his golf handicap!

Why gpfm?

Keith decided to choose gpfm to advise him on the investment of his pension, not only because he had known Simon for some time but mainly the quality of the advice provided and Simon’s ability to clearly explain what can sometime be a challenging subject. We performed a detailed risk analysis which put him at his ease and clearly outlined the process he was entering into, including the potential risks and rewards.

Quote from the client

“Simon was very professional. He explained everything in a clear concise manner, both the upsides and downsides. This was on top of handling all the legislation, all the paperwork and all the admin.”

If you would like to speak to an adviser about your finances, please get in touch by calling 01992 500261 or emailing us at enquiries@gpfm.co.uk.

This article is for information only and must not be considered as financial advice. We always recommend that you seek independent financial advice before making any financial decisions. We’ve changed the name of the client for privacy.

About gpfm 

gpfm are an independent financial planning company dedicated to the provision of personal, professional and objective-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.