Equinox - Spring 2021

Page 22

BY SAM RICHARDS

The good life When Equilibrium clients Andy and Carol decided to retire, they wanted to make the most of their wealth Andy and Carol Dodd have lived a busy life. Andy’s work as an engineer had seen him travel around the UK and Europe, whilst Carol had set up her own accounts and bookkeeping company after working as an executive personal assistant. So, when they made the decision to retire, they wanted to make sure they were going to be able to live the life they wanted and had worked for all their lives. Carol explained that they had looked after their money sensibly: “I have always been very careful with my money, although Andy perhaps not so much when we were younger! But really, once we had our children, we knew we had to start planning properly and saving for their future as well as ours.”

Andy was still able to retire with financial peace of mind, confident that their future is secure”

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