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Retirement Planning

Whether you are trying to grow your savings to help fund your retirement or have reached the stage where you are ready to draw down from those savings, we can provide the expert guidance needed to ensure your plans meet your needs both now and in the future.

We will review your existing pension arrangements and explain what they mean to you and your financial objectives. If appropriate, we will suggest and recommend changes with a view to achieving a solution to better meet your needs.

Retirement planning, whether pre-retirement or in retirement, is for the long term and therefore once any plans are put in place, we will ensure we review those plans with you on a regular basis. This is the key to a successful financial outcome for life.

Logan Smith

Trainee Financial Planner

Having enjoyed working in the finance sector over the past few years, it gave me a flavour for the industry and fuelled my drive to expand my knowledge further. This led me to the Trainee Financial Planner role at Bonum Wealth. I am eager to develop a strong understanding of the technical aspects of financial planning through a combination of on-the-job learning, as well as studying for my professional exams (CII’s Diploma in Regulated Financial Planning).

In my spare time, I enjoy watching and playing football, going to the gym and travelling. Sport has always been a passion of mine- after leaving school, I studied Sport & Physical Activity at the University of Strathclyde and gained a First-Class Honours Degree.

e: logan@bonumwealth.co.uk

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Chris Scott

Client Support

I have been working for Bonum Wealth for over 2 years. I now hold the title of Client Support. As well as continuing to learn on the job, I am studying for my professional exams.

In my role as client support, I hope to continue learning the more technical aspects of financial planning and expanding my knowledge in this field.

In my spare time, I enjoy being at the gym, going for long walks, spending time with my friends, travelling, and exploring new places.

e: chris@bonumwealth.co.uk

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