We work with all kinds of people to give them freedom in retirement, ease financial anxieties, expand their choices, instill confidence and provide a fresh perspective. Here some of our clients share their stories:
It’s important to know that your finances are working for you in retirement. Peter and Priscilla talk about the comfort they gain from having a financial expert on hand to educate them and do the worrying for them. Giving them the freedom to enjoy retired life in the country.
Actor and TV Presenter
Having choices is one of the outcomes of successful financial planning. Here Tina shares her love for creative cooking, her views on money management and how we’ve helped her to achieve a freedom that has enabled her to live her life to the full.
Former Managing Partner, Womble Bond Dickinson Solicitors
Not all of our clients want to understand the intricacies of their finances. Butter Wakefield talks to us about her relationship with money and why outsourcing financial planning gives her the confidence to concentrate on her strengths and growing her garden design business.
Through financial planning, we liberate our clients to live the life they desire and to follow their passions. We’ve helped Bridget McCrum lessen the burden of inheritance tax and here we celebrate her passion for sculpture.
Director and Animator
Charlie wanted to make sure his investments were working for him so that he could spend his time concentrating on his music career. Here Charlie shares with us his love and passion for life, music, family and his incredible journey working with the legendary Robert Plant, Goldfrapp and others.
As with many of the best things in life, it all begins with a cuppa and a chat (even if it’s over Zoom!) Ready to start your financial planning journey? Please submit the form and we’ll be in touch soon.