Working with self-employed, employed and legal professionals to prepare and plan early for their present and future financial goals.
My Daily Rundown.... 1) My morning started by attending an 'pension update' webinar - focusing on the changes to the lifetime allowance and tax-free cash. 2) This afternoon I spoke with a self-employed kitchin designer about planning for his and his familys future. Meeting booked in for August. 3) To end my working day, I had an evening meeting with a couple in Royston. They are in their early 40's and would like help planning their retirement. #dailyrundown #pensionplanning #retirementplanning
