I discussed with my financial advisor Nikki, if this was worth doing, giving Claire the marriage allowance, I must admit, I didn’t know this was still around.
https://www.gov.uk/marriage-allowance
Nikki said it was a good idea, so Claire now has this in her tax code.
This was a big week, the AJ Bell system had gone live, and so for extra income in the future, Nikki had set me up two ISA plans. Let’s hope these do well.
This week I had a Zoom meeting with Nikki and my market advisor (Graeme) from Brewin Dolphin. These would be the people monitoring my portfolio making sure my investment was doing the best it could, especially during these pandemic times, I knew this wasn’t going to be easy.
As explained, it’s the long journey, as it will be a roller-coaster ride and no one really knows what is going to happen in these very unusual times!!
Going into the unknown this week.
Had a Zoom meeting with Nikki going over how my pension would be handled by Brewin Dolphin and AJ Bell for my SIPP.
It was now or never with trusting Nikki and not seeing him on that Jet Ski!!
This was a tough week for me, had I made the right decision regarding Nikki?
I was moving my three private pensions into one.
I couldn’t have done anymore background checks on Nikki or his company then I had.
Trust is a MAJOR thing for me, you so have to earn it, even more so when you’re talking about MONEY and mine and Claire FUTURE!!
So after chatting with Claire and receiving documentation form Nikki, I decided to put my trust and future with Nikki and go for retirement!!
Thank you Claire xx
2nd April, was a day that was going to start a change in my life. Due to our friend Covid19, I had a Zoom meeting with a financial adviser Nikki Rowell (Foster Denovo – has given me permission to use) Please note this was a free meeting.
I had a simple question, could I retire?
After an hour meeting, Nikki initial reaction was YES.
From the information that I provided, he would produce a document for me to review and take it from there.
If you need a finanical advisor and I would fully recommend it, I can introduce you to Nikki, the same as me, your first meeting would be free and you decide if you want to work with Nikki or not.
Nikki does know, as this was very hard for me to do, trust someone with my future and finance. Just as I was looking into Nikki and his company (trust me I did, I even rang the FCA as I wasn’t happy with something I read on the FCA website about Foster Denovo, but they explained it – all good, even though I don’t watch much television, I kept seeing an advert for pension scamming and the scammer on a jet ski bike and two elderly people broke.
This was worrying Claire too.
