Client Stories

Some of our clients have shared their stories, explaining how we’ve helped them to simplify their finances and achieve their goals.

Retirement
  • Phil & Sara Taylor
  • | Planning
  • |Age: 50's

Phil and Sara needed advice on what to do with the capital from the sale of Phil’s company, which enabled them to retire in their late 50s.

Professional
  • Richard & Sarah Brown
  • | Professionals
  • |Age: 40's

Richard and Sarah had built up various pensions in both the UK and Australia. We’ve helped them put together a financial plan which will help them to retire as early as possible.

Transitioning
  • Shirley Banks
  • | Client Since: 2020
  • | Transitioning

Shirley became a client of ours at the height of the Covid-19 pandemic. Even though we haven’t met in person, we’ve been able to give Shirley the reassurance she needs to fully retire and spend her hard-earned money!

Planning
  • Jonathan & Nicola Thomas
  • | Client Since: 2013
  • | Retirement

Jonathan met Chris through a mutual friend, Jonathan was newly engaged to Nicola and they wanted to buy a house together, getting their finances aligned was a priority for them.