Meet Robert and Sarah
Robert and Sarah first explored engaging with a financial planner in 2015. Sarah was approaching retirement and expected a good pension and lump sum after a career in the NHS.
Their goal was to continue living a comfortable lifestyle, enjoying the arts, modest travel, and securing a good future for themselves and their two daughters. Philanthropy was also high on their agenda, to help others less fortunate.
We were initially surprised at the detail we talked over in our first meeting with Jim, not just about finances, but about our approach to life, our hopes and fears, and our individual approach to risk.
Using the information gathered in our first meeting we created a personalised financial plan for Robert and Sarah which balanced their needs and gave them confidence to continue living their desired lifestyle.
Robert and Sarah broadly followed our strategy, together making changes as circumstances evolved. Through regular reviews and support from the team, Robert and Sarah and now firmly in retirement and feel very confident with our financial support and advice.
We feel financially secure and have not only been able to live the life we want, but also help both our daughters with financial life choices. Most importantly, we have been able to give back much more than we originally thought we could to local charities and initiatives, which has felt great.