You probably do it without thinking: reaching for the free-range eggs at the supermarket. Not because they’re the cheapest, but because they align with what matters to you. Welfare, quality, doing the right thing.
Funny how natural that feels.
But when it comes to pensions or investing, that sense of agency often disappears. People freeze up. They think, “I don’t want to mess this up” or “It’s too complex”—so they default to doing nothing or sticking with whatever their employer set up years ago.
At Bloomfield Financial, we think that’s a shame. Because your financial plan—especially at this stage of life—shouldn’t just be about numbers. It should reflect your values. Whether that means more travel while you’re fit and active, leaving a legacy for your children, or simply not worrying whether you’re overspending your pension drawdown.
So ask yourself:
Does my pension reflect the same kind of care I put into other choices?
