Please see below four case studies demonstrating just some of the work that I do with my clients:
This client came to see me with a number of different insurance policies in place that he thought could be excess to requirements. Meanwhile he wanted to start saving to buy a holiday home. He had nothing in place at that time.
The client came to see me with 7 different policies. He had 3 joint life assurance and critical illness policies, a family income policy, and an income protection policy. The client had recently re-mortgaged his property and had a new 25 year mortgage term. He was self-employed and also needed insurance to cover him if he couldn’t work due to illness…
This client came to see me to seek advice on how much she needed to contribute to her pension. Her company were making employer contributions into a company pension. She wanted to know whether she should and how much she should be contributing in order to achieve her desired income in retirement. She had one other pension with a previous employer. She was married with two young children.
This client came to see me with 7 different pensions. He was a few months away from his 65th birthday and ready to retire. He’d received a lot of documents from the pensions companies but didn’t really know what to do with it all.
His objective was to cover his monthly outgoings in retirement and then have enough to be able to enjoy life in the next 10-15 years. He wanted someone to work out his best options…
In order to find out how I can help you please call me to book your free 30 minute phone call or meeting on 01992 310292
What Our Clients Say
Thank you for your advice. All the way through the process you listened well and we felt understood. The advice was straightforward, and easy to understand. You actually gave advice rather than just setting out options. You were friendly and enjoyable to meet up with. We will enjoy our reviews.
An excellent Service from start to Finish. I knew I had made the right decision the first time I met Sarah. She really took the time to get to know me and what my requirements were. She always kept me updated on the progress and was always available to answer my questions. I will definitely use Sarah again in the future.
Sarah has excellent knowledge and the ability to explain options clearly. I can honestly say that I understood most of what she was saying, and her advice has completely turned around my finances. As a result, I now have greater clarity and feel much more financially secure in my future.
You asked lots of questions to find out what my priorities were over the next few years and what level of risk I was happy with and I felt very comfortable that you knew what was right for me. You came back promptly with a list of funds that matched my needs. I am very happy with your advice. I’d have no hesitation in recommending you to anyone needing expert financial advice.
Communication was superb from the start, which meant no delays, never left wondering how things were progressing. Everything that required explanation was given, to both my wife and me, in terms that we understood, which enabled us to make decisions, that we would probably have struggled with. The spread sheets based on our options were particularly helpful.