Getting pensions in order
Gordon was initially looking for help with his pensions. He’d established a pension arrangement with his first employer before changing roles and having to set up his own arrangements. As he was early on in his career, Gordon had little money saved, with outgoings going towards buying a house, starting a family and more.
However, after becoming a partner at a firm, Gordon had significantly more earnings coming in. It’s at this point that he began to use Peter’s investment advice. Peter got him to think about the long term, what he wants to do after his career, making provisions for the future, and much more. Thanks to this planning, Gordon has been able to spend more time doing the things he enjoys since turning 50.
Thanks to their previous working relationship, Gordon had very few worries when starting his relationship with Peter. Although he was worried about giving someone that level of control over his finances, thanks to Peter’s transparency through the whole process, even these small worries were eased almost instantly.