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?

St Neots, Cambridgeshire


Andrew and his partner Tim are joint directors of Kingfisher Independent Funeral Services Ltd. We’ve helped them both to utilise their business so that they’ll have enough money to achieve their future plans. Read more

Worthing, West Sussex


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 more

West 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 more

Lives abroad


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 more

Hartley, Kent


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 more

Iwade near Sittingbourne


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 more

Fancy a chat?

We’d love to hear your story and find out what you want the next chapter to be.