"Recently I was in what could be called ‘’a financial quandary ‘’ …… ? ? Well here goes – I feel I have worked hard all my working life and at 63 (February 2016) I find myself excess to my employer’s requirements – at this point I give way to my Wife’s protestations that I should retire as soon as possible – after all my Wife (who is older than) me has a small pension and her state pension plus we both have savings; and I have in total six pensions. It is here the problems (although pleasing in the end – begin). Have you ever tried to unravel pensions from six different stages of your life? Lowndes Alexander Daniel worked slowly and surely through my past pensions at a speed that allowed me to understand and ask rigorous questions; they guided me through the world of ‘’pension freedoms’’ and ‘’pension reforms’’ – upshot is we have a secure retirement and I have an Adviser I can trust; and yes she was right – lol …. I should have retired at 60 !!!! Many thanks to LAD IFC Ltd."
“It wasn’t till I spoke to Lowndes Alexander Daniel Ltd that I realised that my present Advisor was not Independent. Thanks again for explaining the strengths and weaknesses of a number of investments collected over the past 20 years. We now take a tax free income from several sources to augment our pensions.”
“I am now able to have all my: Peps, ISA’S, Bonds, Pensions and savings plans in the one place. We have different attitudes to investments and risk for different pots of money We travel widely and find that where ever we are in the world we have immediate access to our investments – all in the one place. I feel I now understand for the first time how our investments are performing!”
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