It’s all about you

Everyone has a different financial story. That’s why we are so proud when our clients tell us how our support and impartial financial advice over the years has helped to improve their quality of life and peace of mind.

Since 1999, we’ve helped our clients to retire early, organise savings, clear debt, maximise pensions, create legacies, reduce tax, fulfil financial plans and gain stability – whilst feeling like they are ‘part of one big family’.

Watch our compilation video opposite or a full story below, to hear it directly from our clients.

Our clients tell us their financial stories

Bob | Helen | David | Di & Leigh | Andrew | Greg | Roger | Trevor & Anne | John

 

Bob Cole, Director (retired)

In 2017 Bob asked if we could organise his multiple pensions and help him to retire in 2020.

 

 

Helen Green, Project Analyst

Following a sudden bereavement, Helen had to reorganise her finances quickly to support her family.

 

 

David Wynne, Quantity Surveyor

When David joined his father’s business, we explained the benefits of saving and planning for his future.

 

The Langhorns (semi-retired)

Di & Leigh were in need of a plan and tax advice on how best to maximise their pensions to prepare for retirement.

 

 

Andrew Bunce, Team Leader

Andrew wanted expert advice and support to help him fulfil his dream of retiring early to travel.

 

 

Greg Hughes, Director (retired)

Greg’s focus was on how to leave a legacy for his family whilst also being able to enjoy his early retirement.

 

Roger Chowen, Business Owner

Roger wanted to organise his insurance policies and receive support to manage his personal and business requirements.

 

 

Trevor & Anne Hughes (retired)

Unsure when they could afford to retire, Mr & Mrs Hughes turned to us after a bank had let them down.

 

 

John Lindsay,
Vice President

Understanding lifetime pension allowance and tax planning has helped John to plan for his retirement from his busy career.

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