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

Client Stories

contacts

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

200 Aldersgate St, London EC1A 4HD

enquiries@audleywealth.com

01727 227557

Pension Advice

John's Story

John approached our team via the VouchedFor website looking for a review of his current pension pots.

John discussed with us his current objectives which allowed us to review his pension in full. We established that John was already on the right track and that he did not need to make any changes to his current strategy.

We informed him that he should continue contributing as much as is affordable into his current pension. We also suggested that he may want to contribute to an ISA to build up an alternative source of income ready for his retireme