St Neots, Cambridgeshire
Come and meet
Our clients
Here is just a selection of clients who we’ve helped over the years. We’re delighted that they have shared their stories and continue to work with us on their next chapter.
If you’re ready to tell us your story, why not get in touch and we’ll arrange a chat?
Worthing, West Sussex
Chris
Chris worked in financial services until he took redundancy in 2013. He approached us to find out what his options might be. He was delighted when he discovered that he could retire at the age of 57. Read moreWest Sussex
Karen & David
Karen and David wanted advice on what to do with an inheritance and wanted to be sure their money was invested in the right places. We gave them clarity about their finances and the confidence to spend in retirement. Read moreLives abroad
Bea
Bea felt in the dark about her financial future after her divorce. We’ve helped her to remain financially independent and to resume the independence and self-reliance she’d enjoyed before she married. Read moreHartley, Kent
Carole
Carole’s husband was always in charge of their finances, so when they separated, she quickly realised she’d need professional advice. We’ve helped her to achieve a fair financial settlement which will enable her to achieve her life goals. Read moreIwade near Sittingbourne
Julie
After a complicated divorce, Julie approached us for help with an actuarial report. We went on to advise her on the best way to manage the funds from her divorce settlement, which enabled her to retire early. Read moreFancy a chat?
We’d love to hear your story and find out what you want the next chapter to be.
