I would like to thank Brian Adams from Merlyn Wealth Management for his help over the last few months. I retired recently and was completely “in the dark” in relation to my workplace pensions and their worth. Brian spent some time with me and explained fully about their differing types, their tax implications, what I could expect to receive on a monthly basis and when best to implement any drawdowns to my advantage. Without his help, I would have struggled! I’m now fully au-fait with how my pensions work and more importantly, how they can work for me!
- Review from Christine
- April 2023,