Audley Wealth is positioned as a genuinely fresh, no nonsense approach to financial planning, pension planning, retirement planning and asset management.

Client Stories


Censeo House, 6 St Peters Street, St Albans, ​AL1 3LF

200 Aldersgate St, London EC1A 4HD

01727 227557

Lump Sum Withdrawal

Keith's Story

Keith was retired and had sufficient income from him and his partner’s State Pension that he didn’t need to draw a regular income from his private pensions. Instead, he looked to his pension to pay the odd luxuries, such as holidays or his annual bills.

Audley thoroughly explained the tax implications of taking these withdrawals to Keith, as his pension would end up deducting more tax than was required.

Audley additionally helped and advised Keith on communicating with HMRC to reclaim the additional tax that was deducted.