Getting closer to pension age
Jade talked us through our options for investing our money to future proof our current standard of living
We feel that everything we asked for was covered and had some great advice during a very difficult 2 years.
Landmark have been used by my family for over 20 years and Jade came as a huge recommendation
so far so good!
Since my last meeting with Jade we have reviewed my portfolio and I'm pleased that it's grown by 6% which in the present climate l think is excellent. We've discussed my pension options and going forwards I came away with a positive outlook.
I have not required any help since my last review and have not requested any changes to my portfolio. I have requested my share holdings be included in my portfolio and Sheila will arrange for the completion of the necessary paperwork.
Receipt of an inheritance
Took control and pointed us in the right direction to achieve or long term financial goals