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. We’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 won’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. He’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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