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Dave’s story.

Getting ready for retirement.

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DAVE, 55

Assuring a comfortable retirement

My current situation

I am 55 and divorced. I am a supervisor and earn £65,000 a year.

I have a mortgage, loan and car finance.

My assets, including my pension, were halved when I divorced

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My goals

  • Short Term – understand how to manage my debt.
  • Medium Term – saving and investment planning.
  • Long Term – retirement advice.
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What I need

With 10 years or so to go until retirement I feel like I need a much better plan in place.

At this point in time, I do not feel like I have enough money in my pension to retire on, I therefore think I would benefit from investment strategy advice.

My divorce changed my financial situation, and I would like to reduce my debt position.