Dominic commuted to London every day, so we were getting up at 5:20 am every single morning. There’s a temptation to just keep working, because we want to have enough money, but there comes a point where you have to get the balance right.
We went to Henwood Court to discuss retirement planning. They talked to us about what we wanted and when we wanted it, and then aligned our plan to that. It was really helpful.
The team spend half of the meetings asking us questions such as: “what’s happened? How are things going? How do you feel about things?”. By doing that – by asking those questions about our needs, wants and aspirations – we can then have a discussion about how to structure our finances accordingly. It’s a very clever way of providing financial advice.