Oct 14, 2022
It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so listen to the full episode to find out more.
If you are looking to have a general spruce up of your finances, go to https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/ you'll find something called a financial well-being assessment.
This is where we ask you around 10 questions about your finances then send you an assessment summary via email of where you're at and what you could start to prioritise.