Adrian Paice Case Study

Client Story - Adrian Paice

Initially when Adrian sought financial advice, it was to help answer his concern of whether or not he could afford to retire.

Where it began

After some discussions with Claire, she put together a lifetime cashflow forecast which enabled Adrian to make some informed decisions and provide the reassurance that he had reached financial independence.


"I needed someone to tell me that I could afford to retire and to provide me with reassurance that I wouldn’t run out of money in the future."

Fast forward to today...

Once Adrian knew he didn’t ‘have’ to work, his life took on a new meaning, so now he can work if he wants to but knows that he doesn’t ‘need’ to. At this stage, Belmore also consolidated his existing pensions and invested a lump sum which he can take income from in the future if he needs to.


"A lot of my discussions with Claire are her telling me to spend money which isn’t what I expected from a financial planner! Claire has ensured I have sorted out other aspects of my life such as Lasting Powers of Attorney and my Will."

Adrian's advice to you…

"I know I don’t have to worry about my finances, I just pick up the phone and call Claire and she sorts out whatever I need. It’s very simple."

Your journey starts by contacting us for a free no obligation chat  to see if what we offer is right for you 

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