Retirement plan

James gave John and Carol reassurance that their money was going to work hard for them in their retirement. Here’s their story:

John and Carol were looking for more than just a savings account. With their fixed-rate savings bond coming to an end with a high street bank, they wanted a saving option that improved their interest rate.

They already knew the importance of saving in their retirement. While their finances were already organised well, John and Carol just wanted more value than their bank was offering.

Put simply, they needed James’ help in understanding how investing could help them meet their financial goals. They also wanted to understand risk and reward, and the ways in which their savings could work harder for them during retirement.

James took the time to understand exactly what John and Carol wanted, and the risk they were willing to take. From there, James identified which investments would suit them and what could potentially improve their returns, compared to a traditional bank or building society account.

James’ expert knowledge and guidance gave them peace of mind that their financial needs were being looked after.

Reflecting on our advice, John said: “Since the crash in 2008, we understood long-term investment hadn’t been as good as years gone by. But with James, we felt reassured and happy that our money was in safe hands.”

Since the crash in 2008, we understood long-term investment hadn’t been as good as years gone by. But with James, we felt reassured and happy that our money was in safe hands

More client stories

Approaching and preparing for retirement

“I had confidence that James was advising me on the best investment choices for me, meaning I no longer had to worry, I had peace of mind and I could relax knowing that my finances were being looked after well."

Elsie

Somerset

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Approaching and preparing for retirement

“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.”

Clive and Diane

North Dorset

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Approaching and preparing for retirement

As our family moves through life, James excels himself at going above and beyond the call of duty to ensure that we have help when we need it and allow us to enjoy the happier times to the full.

Jess

West Dorset

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Approaching and preparing for retirement

I’m very happy with James’ thoughtful approach. It got me organised financially and inspires confidence that my savings are in the right hands

Richard

North Yorkshire

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Get in touch

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