Your story
It’s all about you
Every client has a story. And we’re here to help them write the next chapter. We specialise in advising people who are:
“Life should NOT be a journey to the grave with the intention of arriving safely in a pretty and well-preserved body, but rather to skid in broadside, in a cloud of smoke, thoroughly used up, totally worn out, and loudly proclaiming “Wow! What a Ride!”
Hunter S Thompson
Our clients
Find out how we’ve helped our clients to achieve their goals and write the next chapter of their lives.
Read their storiesSt Neots, Cambridgeshire
Andrew
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 moreWorthing, 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.