Diary of an adviser  

Diary of an adviser: Robyn Caffell

They were delighted when I explained they will be able to retire two years before they thought, and given the husband had an ear open on the cricket score, they have decided that we need to coincide all our meetings with the matches as both were positive results. 


I can’t believe the week has disappeared already.

Today I am working from home and have a discovery meeting with a new client.  

This is to go through various forms ahead of a face-to-face meeting, which will include cash flow analysis, risk assessment and ensuring their retirement objectives are achievable.

Our friends are arriving a little after 6pm and I am looking forward to a relaxing weekend of sightseeing, ice cream, chips on the beach and the Lion King in the beautiful 15th century Barn Cinema, a perfect way to round off the week.

Robyn Caffell is a retirement analyst at Intelligent Pensions 

If you would like to write a week in your life as a financial adviser, please contact: melanie.tringham@ft.com