Meet Rob & Eileen
Meet Rob & Eileen
Retirement & Financial Planning Clients
Rob and Eileen are Gareth’s parents. When they got to retirement, they asked Gareth for financial advice, because they trust him the most with their retirement. Gareth did a cash-flow analysis of their situation and full financial life planning with them. Had Gareth not done this, they wouldn’t have known that they can realise the dreams they have. Thanks to Gareth’s financial planning, Rob can play as much golf as he likes, and they are about to go on a trip of a lifetime to Canada, where Eileen is going to fulfil a lifelong dream of turning left when she boards the plane! Gareth Higton is their financial planner.
What made you seek advice?
‘’For many years bringing 3 children up, you don’t have time to stop and think, you get minimal financial advice at work and you don’t really pay much attention. So, once the children left home, I felt it was time to get some proper advice and assess where we were financially, would we have enough money, what was retirement going to look like.’’
What’s been the biggest benefit of working with Gareth?
‘‘The biggest benefit of working with Gareth is that we have clarity now about where we are financially, and we know we’ll have enough money to last us. I’m an analytical person, I like to see that clarity and the numbers, and where we’ll be at a certain age. Having that clear vision is undoubtedly the biggest benefit of working with Gareth.’’
How has Gareth made a difference to your lives?
‘’Gareth has made a difference to our lives, by giving us the picture of what we can and can’t do in retirement. So, I’m able to play almost as much golf as I want, we’ve got holidays planned including a trip of a lifetime. We’re going to Canada where we’re going on the Rocky Mountaineer and on a cruise up through Alaska. My wife’s had a lifetime wish to turn left when she gets onto a plane, so she’s going to be able to do that as we’re flying business class! Had we not taken advice from Gareth, had he not done the cashflow modelling for us, all the dreams that we’ve had, we wouldn’t have known that we can realise them and enjoy our retirement.’’
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
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