Do you want to retire without worry? 

"My partner and I were both nearing retirement and had various financial queries that we wanted answers for and advice on. For example how could/should we amalgamate several work/private pensions; did we have enough savings to enable us to live the way we wanted to in retirement; and how best to manage our personal savings.

George has helped us to make considered decisions with regard to our pensions and savings.. We have met him face-to-face, via Zoom meetings and via phone chats and email messages. He is always quick to respond to calls and questions and has managed the process of transferring personal pensions thus making it more streamlined for us to receive payments."

"What were the circumstances that caused you to initially look for an adviser?

Improving work/life balance, starting to work part time, and using pension pot to supplement my income.

How has George Agan helped you?

Recommended appropriate product, investment split and methodology of taking income in a tax efficient manner.

Have you seen the outcome you were hoping for?

Yes. Work life balance has improved and still feeling comfortable financially"

What were the circumstances that caused you to initially look for an adviser?

I was approaching maturity of some of my pension portfolio and wanted to ensure that I was making the best decisions for the future.

How has George Agan helped you?

As above.

Have you seen the outcome you were hoping for?

Yes. With the advice received I was able to make informed decisions based on scenario planning data. George was able to review the data and provide options and analysis.

What could they have done better?

Nothing. George was patient, honest and very understanding of our situation. He also answered all our questions and was extremely well informed and well supported by Flying Colours, his firm.

What were the circumstances that caused you to initially look for an adviser?

I took retirement on 31st May 2022 and did not have a personal financial adviser.

How has George Agan helped you?

George has been very professional and personable. He goes to great lengths to explain all aspects of my pension and is always happy to answer questions, however trivial.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am very satisfied with all the advice George has given to date.

What were the circumstances that caused you to initially look for an adviser?

We were looking to maximise our long terms plans and minimise any inheritance taxes due.

How has George Agan helped you?

Long term inheritance planning for passing my estate on, and good advice in terms of things like capital gains tax.

Have you seen the outcome you were hoping for?

So far so good, George is always on hand when we need him. We would have made some mistakes without his help.

What could they have done better?

Not much, we’re very impressed.

What were the circumstances that caused you to initially look for an adviser?

I was considering retiring in 2-3 years and whilst I would consider myself quite finance savvy I wanted to review my plans with an advisor because it is a huge step to make and a costly one if you get it wrong.

How has George Agan helped you?

He provided sound advice and guidance and I envisage this will continue for many years. He explains things really well and is very approachable if I have any questions or need clarity on anything. The upshot is that after considering retirement in 2-3 years, working with George and with the added confidence and understanding I decided to “go for it”. I don’t think I would have been able to make that step without George’s advice and modelling. It’s worked out very well.

Have you seen the outcome you were hoping for?

Absolutely, in fact I was able to pull forward my retirement after working through the options with George. I had the confidence that I was able to achieve my goals with sound modelling and advice provided by George.

What could they have done better?

I’m actually struggling to think of anything.