Clive and Diane

James helped Clive and Diane plan for their retirement as they were looking forward to putting a date in the diary for when they could finish work and look to the future.

Clive and Diane came to us for help after their financial adviser retired. Their future has always been important to them during their working years, so they wanted to make the most out of their investments so they could enjoy the perfect retirement.

James started by understanding when Clive and Diane wanted to retire and what they wanted to achieve in their retirement. As part of this analysis, James considered several options for what would work best for them.

After this detailed process, James was able to confidently recommend investments that would help Clive and Diane choose when they wanted to retire. Giving them this control meant they had the peace of mind that they will have enough in retirement to do all they want and more.

James sees Clive and Diane regularly to ensure they are kept up to date and their plans stay on track, as well as providing any answers to their questions.

Reflecting on the advice we gave, Clive and Diane said: “It has been a great benefit to see someone on a regular, professional and personal basis with whom we could work together. James takes the time to explain options patiently and clearly which is reassuring.”