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