What Paul and Ruth say about working with us:

“After about five years with another adviser, we began to get disillusioned. There didn’t seem to be any financial structure or plan for our retirement. It was more to do with rewarding their company first. In 2006 we started to look for an IFA. We like to think we can make good judgements when it comes to finances, so after doing some research into IFAs in our location, we found Andrew.

From the very first meeting with Andrew, he gave us the confidence to go forward with his plans.
We sat down and talked about the goals we wanted to achieve during the remainder of our working life, but more importantly, our retirement and into our old age. We never felt at any time that we were pushed or rushed into making any decision.

We had built up a good level of investments, pensions and savings over the years, and after working hard for many years, we wanted a retirement that we could enjoy, not just ‘scrape through’. We needed to know there was still a future there to enjoy, and the plan that Andrew created for us has given us the financial security to retire with confidence.

We are now four years into our retirement and enjoying every minute! Our greatest passion is to travel and since retiring we have been to some fabulous places! We have also been able to help financially support our family, which has given us great pleasure.

Providing our health enables us to do so, we are hoping to fully enjoy the rest of our retirement doing the things we’ve always wanted to do. We would both like to thank Andrew and his team for enabling us to have the retirement that we dreamt of.”