< Back to previous

img
Pensions

Lifestyle Planning Protection

We had recently retired and wanted to enjoy a comfortable lifestyle without the fear of ever running out of money. We also wanted to quantify and mitigate the financial risks, should anything happen to one of us.

We were looking for a solution that would ensure we remained financially secure and were adequately protected

Having discussed our concerns amongst ourselves, we decided to get in touch with the team at Fish Financial.

They outlined the Fish Lifestyle Planning process and how they could use detailed analysis to ascertain exactly what resources we have available and how much we would need to maintain our lifestyle in retirement.

“We wanted to enjoy a comfortable lifestyle in retirement, but worried if we’d have enough money or if we were adequately protected. Fish Financial put a plan in place that has far exceeded our expectations”

Richard, Retired Airline Pilot

Download fish-case-study-lifestlye-planning-protection

Save

Save