Meet Louise and Jake

Jake had recently taken early retirement, having worked in many different locations and countries throughout his career, accumulating a number of different investments with different providers. 

Louise was concerned that if she was left on her own, the finances would be difficult to manage.

They had no clear strategy and felt the time had come to receive some professional financial planning advice. 

The process has reassured us that we are in a good position moving forward

We helped Jake and Louise simplify their finances, consolidating their various pension and investments and putting in place a financial plan that provided clear direction. 

We were really looking for someone who could simplify and consolidate our investments for us.

Our approach to investing balanced a cash buffer, instantly available to give them peace of mind, while investing their other assets in such a way that would insulate them against inflation, over the long run. We put in place a strategy to ensure Jake and Louise were optimising their tax position. 

Taking these necessary steps helped alleviate any financial stress and uncertainty, allowing them to focus on their passions with confidence. We provided reassurance that their financial assets were sufficient to support their current and future needs.

The process reassured us that we are in good shape moving forward

These initial steps marked the beginning of Jake and Louise’s journey towards financial security and a fulfilling life.