Client stories
Anthony Hawley
Approaching retirement
With his job becoming more and more stressful, we helped Anthony to retire five years earlier than he thought he could. Find out how effective financial planning helped him.
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Paul McCarthy
Business owner
Paul has a successful software company but knew he needed to structure his finances better. Weā€™ve taken the load off his shoulders - without charging extortionate rates!
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Gary Read
Building wealth
Gary wanted help with his multiple pensions. Now he enjoys spending time with his children, safe in the knowledge that he wonā€™t have to keep working into his 70s.
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Douglas Martin
In retirement
Douglas enjoys the confidence and peace of mind that comes with knowing that an expert will be looking after his finances for years to come.
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Derek & Christine Defty
Senior executive
Having built up a number of pensions over his working life, at retirement, Derek needed an expert to quickly put them in order, so that Christine could retire too.
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Craig MacDonald
Facing redundancy
When Craig was made redundant from Honda UK Manufacturing, he turned to us for financial guidance through this difficult time. Heā€™s now looking forward to the future and his retirement.
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Josh Horwood
First-time buyer
With access to a wide range of mortgages, we helped first-time buyer, Josh to find a mortgage which suited his finances. And we took care of all the paperwork.
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