Client stories
Great financial planning can be life-changing, in the best possible way. For people who haven’t experienced it, it can be hard to imagine just how transformative it can be. A few of our clients have been kind enough to share their stories.
Business owners
Neil, Stockport
As a business owner, Neil was looking for an independent take on his financial situation and a plan for the future. Here’s his story.
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In retirement
Toni, Hyde
Having spent her working life dutifully saving into a pension, Toni wanted to ensure she could get the most out of her money in her retirement and truly enjoy this period. Read her story.
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Planning for retirement
Andy, Stockport
Andy initially came to us looking for help with transferring his DB pension. He ended up gaining a whole lot more. Read his story.
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Planning for retirement
Chris, Edinburgh
As a business coach, Chris knows better than most the value of a robust plan! Together we’ve helped set him on a path to his ideal retirement – here’s how.
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Planning for retirement
Dave, Preston
Dave initially came to us for help in organising his various pension pots and was surprised to learn just how much of a difference a financial plan could make to his future. Here’s his story.
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Planning for retirement
Paul, Timperley
As someone who spends a great deal of time travelling internationally for work, Paul had dreams of seeing the world with his wife in their retirement – on their terms. Read his story.
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