Our October training session is titled 'Can I retrie at 55?'.
The presentation is around retirement at 55, is this achievable and what is needed to make this goal, we will go through how the planning works and, how pensions work and how you can use a pension in retirement. We can go through how much is needed to save for retirement goals and how to manage these, and how peoples expectations of retirement age and income can be managed.
Our trainers for the evening are Adam and Danielle, from Lakeside Wealth Management:
Financial Adviser at Lakeside Wealth Management, qualified in Mortgage Advice, Financial and Investment Advice and a Pension Specialist. Married, no kids or pets! I like fitness, trail running, climbing and any kind of outdoor stuff. I have a dual sport motorbike, and enjoy packing it up and going off for a few days.
Protection Adviser at Pro-Fit Rewards, which is part of Lakeside Wealth Management. Previously worked at Santander, and now enjoys work so much more. Hoping to be a qualified financial adviser soon. Outside of work enjoys Parkrun at Rother Valley, going out with friends, coloring books and wants a dog.
Lakeside Wealth Management Ltd.
Is a directly authorised by the FCA and specialises in Investment and Pension advice. Providing advice on retirement planning and long term investments. Lakeside have around 1,200 clients and manages around £90million of clients money. Lakeside also provide advice on Estate And Tax Planning, with the help of wills and trusts. We are based just outside of Barnsley.