CLIENT STORIES

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Meet Rob & Eileen

Retirement & Financial Planning Clients

‘‘The biggest benefit of working with Gareth is that we now have clarity about where we are financially, and we know we’ll have enough money to last us. Had we not taken advice from Gareth, had he not done the cashflow modelling for us, all the dreams that we’ve had, we wouldn’t have known that we can realise them and enjoy our retirement.’’

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Meet Maggie & Andy

Retirement Planning Clients

‘We’ve always had a long-term ambition to get a bigger boat and Steve has helped us to achieve that. He’s modelled various scenarios and shown us what’s possible and made it very clear what the risks are with the different options. He’s given us the massive reassurance and confidence that our funds will last. Thanks to Steve and his advice over the years that’s enabled us to build our pension, we can now look forward to enjoying a new phase of our lives whilst still young enough to make the most of it’.

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Meet David & Helen

Retirement & Financial Planning Clients

“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 comes. We wanted someone we can trust to do the right things for us. Now we don’t have to think about it anymore, we’re confident you’ll do the right things and we can just enjoy our quality of life’’.

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Meet Steve & Barbara

Retirement Planning Clients

“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 position financially now than I would have been, thanks to his advice. It’s also allowed my wife Barbara to retire at the same time as me, we’ve been able to retire and do the things we enjoy together, which is what it’s all about.”

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Meet Shaun & Jemma

Mortgage Advice Clients

“Carl has made a huge difference to our lives because he 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 us through the process. He gave us reassurance and a roadmap of what to do next”.

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Meet John & Sheena

Retirement & Financial Planning Clients

“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 and I’m really enjoying it. Sheena is about to join me at the end of August, also bringing her retirement 2 years forward. We can now make the most of our lives because you don’t know what’s around the corner!”

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Meet Gareth & Nicola

Financial Planning Clients

“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 got peace of mind and can sleep at night, not having to worry about money. We count ourselves extremely lucky. David’s been marvellous and we’d recommend him to anyone who’s been in a situation like us.”

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Meet Vicky & Ian

Retirement & Financial Planning Clients

“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 year living in Cyprus with Vicky’s parents, who own a villa there. We had a real ‘lightbulb’ moment with Gareth, and he really changed our mindset. His approach is all about how we want to live our lives. All we can say is get his advice and see what it can do for you!”

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