Client Stories
Peter
Our conversations centred around what I wanted to achieve, and it then became about working out how I’d get that. My goal was financial freedom. I didn’t have that when we first met, but I’m glad to say, I do now.
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Julie
I met Nick a few years ago, via an introduction from a close friend. I was at the stage in my life where I really needed to think more strategically about my finances, and planning for the future and ultimately my retirement.
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Susan
I know that I am in good hands and that my finances are being looked after by someone I trust which gives me huge peace of mind. What I particularly value is the care that Paul gives – he is proactive, responsive and always makes time to listen and explain everything really clearly.
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Jeremy
Having the financial part of my life squared away gave me the confidence I needed to start my own company. I wouldn't have had the confidence that I have the money, or the bandwidth to take this step otherwise.
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Suzanne
Paul has helped us plan for our children’s futures. He advised us on school fees, how to plan for our children going to university, and we’ve gone through all life scenarios and said, in each one, are we secure? What do we need to do to ensure we would be secure in that situation?
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