James and Janet

James helped James and Janet consolidate their finances and retire with confidence. Here’s their story:

James and Janet needed help with their finances, having had little time to organise this themselves while working. With retirement on the horizon, they wanted to consolidate various pensions and other savings into one easily accessible platform.

Not only that, they wanted to factor their children and grandchildren into any future plans.

James started by getting to know the clients and understand their retirement aspirations. He was then able to look at their current investments, income, and expenditure to establish their future financial health. After this in-depth fact-find, James moved their assets into an online investment platform, making it easier for James and Janet to see the value of their portfolio at a glance.

As a result of his advice, James and Janet are more financially organised and making the most of their retirement. With instant access to their investment portfolio, they now feel more reassured about their future.

Reflecting on the advice we provided, James and Janet said: “We feel we are important to James. He is supportive and his guidance allows us to make informed choices. He’s a very knowledgeable, professional and caring advisor”.