Catherine came to us following the death of her husband. At the time she was only 56 and still working full time in a high pressure job she no longer enjoyed.
She had an outstanding mortgage on the family home and had recently received lump sum payments from John’s pension and life insurance policies.
She wanted to know if she could afford to pay off the mortgage in full and still maintain her and her daughter’s standard of living on her single wage.
We were able to show her that not only could she pay off her mortgage but she could transfer her pension, go into drawdown, and produce enough income to maintain her lifestyle and resign from her high pressure job that she no longer enjoyed.
She is now able to focus on her family and spend more time doing the things she loves. She has since taken on work part time in the local jewellery shop. And is enjoying every minute!