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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200 Aldersgate St, London EC1A 4HD

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01727 227557

pension advice

Ian's Story

Ian was 55 running his own consultancy business. His wife has suffered from long-term illness and spending time away from home was becoming more difficult. Ian owns his own home but had no savings of note. He wanted to take a step back and re-evaluate his work life balance to spend more time with his wife and take more breaks together. After reviewing Ian’s pensions, we were able to release a lump sum which meant he could cut down his work to three days a week and cushion the reduction in income.