How can I get a financial makeover and set up a private pension?
17 June 2022
Question by Alan
Can you recommend someone who can give me a financial makeover? I have been living on health benefits for 13 years, and I want to see if there is something that I can do to improve the state of my finances. Also, I need to set up a private pension.
Answered by Oliver McDonald
Hi Alan,
Thank you for your question.
A financial adviser may be able to help. They will charge for their service or may require a minimum investment value. Sometimes this is £50k+.
You may also want to research a money coach. Normally a more straightforward approach than full financial advice. A money coach should be able to help with your request - again, they will charge for their services.
If you visit the '
Hope that helps.
Oliver
Answered by
Oliver McDonald
Director & Independent Financial Adviser
I have worked in financial services for 15 years gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realised early on that financial planning is all about helping my clients achieve the lifestyle they want in future. I work with individuals, business owners and entrepreneurs. I specialise in retirement planning, investments and business protection.
