CASE STUDY
On Track to Retire at 60: Anthony’s Retirement Planning Story
Client:
Anthony E
Location:
Leeds
Client Type:
Approaching retirement
Retirement/Pensions Advice
The Why
Before working with Lazenby’s, what was your situation?
I needed some investment advice regarding pensions and savings for the future.
What prompted you to seek advice?
I met Alan at a networking event and I liked his approach to finance.
Why did you choose Lazenby's?
After meeting Alan I decided to use him as a financial advisor as I felt confident he knew his stuff and how to achieve my personal aims.
The Result
What advice or support did you receive?
We had an initial meeting, then devised a plan so I can retire at 60. Financial targets were agreed and Alan has invested my pension and ISA.
What changed as a result?
We are currently on target for my retirement.
Your experience:
Very good. The advice seems to be in advance of what is happenning in the stock market. He also gave advice to invest in gold, which has produced some great returns.
Testimonial
"Alan is a fantastic IFA. I value his advice and he is helping my investments substantially grow. He gives advice, which seems to be in advance of what is happening in the stock market and I always receive reassurance that my portfolio is reaching my target. I will definitely continue to work with Lazenby's"