Client stories

Rather than us tell you about how you can benefit from our services. Some of our clients have been kind enough to share their stories about how our financial planning work has impacted and changed their lives.

Planning for retirement

Craig,
Sheffield

client since 2017

" Paul always provides multiple options when giving advice. He treats the money like it’s his own and will always be honest about what to do, where to invest and how.

Planning for retirement

Kevin,
Doncaster

client since 2017

" Without Paul’s advice, we’d have left our pensions where they were. We’ve become good friends with Paul as a result and have even recommended him to family and friends.

Already Retired

Joan,
Sprotbrough

client since 2017

" Paul keeps me in check, he always creates a plan, giving me total confidence. This was certainly the case when we were budgeting for my son’s university in Switzerland.

Planning for retirement

John,
North Yorkshire

client since 2000

" Working with Paul has always been a team effort. Our long-term relationship speaks volumes for the mutual respect that we have for each other