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

Debbie’s Story​

After successfully beating her battle with cancer, Debbie was in remission and this gave her a different outlook on her work-life balance, along with her retirement. Audley ran an analysis on her pensions and her partner’s pensions and found that they had more than enough to meet their income requirements in retirement. Debbie was able to access a proportion of her entitlement tax-free cash for her to enjoy freely, which has enabled her to plan more time with her husband and children now. Debbie is looking forwards to spending more valuable time on the most important things, such as her grandchildren.