CLIENT STORIES

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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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