Category: What our clients say

Advice Before Retirement

I was frustrated. I had been running a successful business for many years and I knew that I should have been saving for my retirement, but I just couldn’t afford it. I needed a strategic plan so my retirement dreams could become a reality, ensuring my family would be looked after.

Financial Planning in Retirement

I had taken advice from the firm that looked after the company pension scheme at the place where I was working. After we ceased trading, and I retired, I was looking for another adviser to help me to manage my affairs. From previous experience, I was concerned that all advisers were salesmen and whomever I […]

Advice for Business Owners

I was so busy working in my business that I needed someone to take a view and provide strategic advice. I wanted an independent review of the business to ensure we had the right structures in place to look after our employees, maximise tax efficiency and protect against the unexpected.

Investment Management

Over the years I had accumulated numerous pensions (five with different providers) and each year I funded my ISA to the maximum available threshold. Our affairs were all over the place. At the last count my wife and I had 13 different contracts and 10 savings accounts. I did not know how anything was performing […]

« Previous Page