01896751007 retirement@lowlandfinancial.co.uk

In retirement client stories

Here we have listed two detailed examples of the pradctical guidance and help we can provide to clients in retirement. This confirms that being better off can be as much about reassurance as it is about identifying ways to make or save money!

Reglar support and advice: How Tom, a retired army Captain, simplified his financial affairs, reducing costs and paperwork and was helped to keep on top of things following a stroke.  Read more...

Reassurance: How Jean, recently widowed, took control over her financial circumstances for the first time and substantially reduced the likely Inheritance Tax bill for her children.  Read more...