SJP adviser helps 'average Joe' client discover £24k pension pot

Worth helping average savers

McGee stressed how important it is that advisers should not only support wealthier clients, but also your average Joe savers too as more often than not, they too need financial advice.
McGee stressed how important it is that advisers should not only support wealthier clients, but also your average Joe savers too as more often than not, they too need financial advice.
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St. James’s Place (SJP) partner practice LH Financial Planning financial consultant Niamh McGee has helped a client discover £24,000 pension funds for a client who thought he had no retirement provision at all.

McGee, who was reviewing the client's investment ISA, asked him about pensions but he said he did not think he had any. As the client had been employed for all his working life, she asked if she could...

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