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Z Client Stories BLOG

Meet Rob & Eileen

Meet Rob & Eileen

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 23rd August 2022

‘‘The biggest benefit of working with Gareth is that we have clarity now about where we are financially, and we know we'll have enough money to last us. I'm an analytical person, I like to see [...]

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Meet Vicky & Ian

Meet Vicky & Ian

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 30th June 2022

"After working with Gareth, we are now retiring early (well, certainly from full-time work) and are over the moon! We’ve sold everything we own and are buying a boat and will be spending half the [...]

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Meet Gareth & Nicola

Meet Gareth & Nicola

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 30th June 2022

‘’David Jones has helped us enormously with advice about being able to take a percentage of Gareth’s pension, and we are feeling more comfortable now that our finances have been sorted out. We’ve [...]

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Meet John & Sheena

Meet John & Sheena

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 30th June 2022

‘’It was the biggest decision of my life, to stop working. Lee helped us a lot by looking at our options and deciding the best course of action. I am now retired 2 years earlier than I thought [...]

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Meet Maggie & Andy

Meet Maggie & Andy

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 29th March 2021

‘’We love our holidays and have a clear idea of how we’d like to live in retirement. Thanks to Gareth we’ve now got a 10 year plan to make sure that we can afford that lifestyle when the time [...]

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Meet Steve & Barbara

Meet Steve & Barbara

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 5th February 2021

‘’Working with Bill has changed our lives because his advice has enabled me to take control of my financial future and retire a year earlier than I thought possible. I’m also in a much stronger [...]

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Meet Shaun & Jemma

Meet Shaun & Jemma

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 28th April 2020

"Parkgate has made a huge difference to our lives because Carl helped us to buy our first home. We were first-time buyers and had never done this before, so it was really helpful to have him take [...]

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Meet David & Helen

Meet David & Helen

By Financial Life Planning
In Z Client Stories Z Client Stories Home
Posted 28th April 2020

"We love our holidays and have a clear idea of how we’d like to live in retirement. Thanks to Gareth we’ve now got a 10 year plan to make sure that we can afford that lifestyle when the time [...]

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    Lodge Court
    Neston Road
    Thornton Hough
    Wirral
    CH63 1JF

    TELEPHONE: 0151 329 2272

    EMAIL: enquiries@flpgroupltd.com

    Financial Life Planning’ is a trading style of Milestone Financial Planning Limited, which is registered in England and Wales no. 08130634. Registered office, Lodge Court, Neston Road, Thornton Hough, Wirral, CH63 1JF.

    Authorised and regulated by the Financial Conduct Authority. Milestone Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 586744.

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