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

Client Stories


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Pension Advice

Alex’s story

Alex approached our team at Audley through Unbiased looking for advice on an old Final Salary pension, which he wanted to transfer.

Our team explained to Alex what guaranteed income he would receive when he reached 65 plus. Because of this, along with his state pension he would receive when he is 67, he would be able to have sufficient income for his retirement (assuming his mortgage is paid off by the time he reaches retirement.)

Alex decided to retain his Final Salary pension after our advice. He thanked Audley for explaining all the benefits of doing so.