Meet Gareth & Nicola

Meet Gareth & Nicola

Financial Planning Clients

Gareth and Nicola came to see David when their old financial adviser retired. David helped them to get back on track financially, by taking some tax-free cash from Gareth’s pension. David Jones is their financial planner.

Here’s their story:


How has David helped you?

‘‘When we met David, he advised us on taking some tax-free cash from Gareth’s pension. Now we’re in the black and on a much better footing. The next step is to do some retirement planning, so we’ve done the Budget Planner and are looking forward to seeing David again and planning for our future.’’

What’s been the biggest benefit of working with David?

‘‘David gave us excellent advice which has helped us enormously and we are now more comfortable that our finances are sorted out.’’

How has David made a difference to your lives?

‘’We were so worried. But now that’s it’s all sorted it’s such a relief and we feel we can start all over again. David’s been marvellous and we would recommend anyone with financial worries to speak to him, as he explains everything so thoroughly and has given us excellent advice.  We are truly thankful for the help and advice’’.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

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