David & Judith's Story

David and Judith Roberts both had good jobs, no kids and a decent disposable income. They just weren’t sure what to do with it. They decided that it was time to put a plan in place for the future.

Time for a plan

When David and Judith first met with Brightside Planning, they weren’t too sure what to expect. But what they experienced took them by surprise. They got into a long conversation about their plans, goals and what they wanted to get out of life. They felt like they could really open up and talk about anything.

Two meetings later, they realised that their pipe dream of moving to the coast wasn’t a pipe dream after all. They learnt that by restructuring their finances it could soon be a reality. However, the thought giving up work early did worry them. They didn’t want to have to live as penny pinchers – and that’s what they thought retirement would mean.

But Brightside Planning was able to show them how, with some smart investments, their life on the coast would be just as comfortable as it was now.

I do like to be beside the seaside

With a new financial plan and a renewed sense of confidence, the Roberts left their jobs, sold their home in Bolton and bought a seaside property in Sidmouth. It was a dream come true.

Now instead of sitting in traffic, they are staying active with yoga, pilates and a local walking group. David is also enjoying golf, something that he never had time to do before.

But their Sidmouth home is just a base. Their new financial plan has allowed them to travel south as the Cape Of Good Hope and as far northern as the Arctic Circle.