We finally feel like we’re in control of our future & can travel without guilt.”
‍Josh and Mandy had over £750k in pensions but no clear idea if they were financially secure.
Together we built a plan to make work optional within five years, restructured their pensions & created clarity around what they really needed.

They now contribute £3,000/month to pensions, saving over £20k in tax & feel confident increasing their travel without compromising their future.

“We earn well but finally have a strategy that connects everything together.”
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Dave, a senior exec earning over £260k (mostly in RSUs), wanted to knowif work could be optional by 60. We mapped out their full financial life,optimised investments & protected income including the RSU portion.

Now, their projected retirement assets have grown from £1m to £2.5m, andthey’re spending more freely while knowing their future is secure.

“My only regret? We should have got this advice 10 years earlier
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‍Julia and Mark wanted to stop work at 60 without sacrificing their lifestyle today. We built a plan around what mattered most which including setting up SIPPs to buy commercial property, unlocking £37,500 in tax savings, and reshaping their pensions for long-term flexibility.
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Now, Mark has stepped back from his business. Julia feels empowered to grow hers.
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And they’re planning a holiday home in Spain with total confidence in the future.