Julia and Mark, local business owners in their late 40s, came to us seeking a financial planner to develop a life plan and gain clarity over their financial future. They had been avoiding their finances, worried about what they might discover, but they wanted to create a secure future where they could stop working at 60 while still enjoying life now.

Meetings – In Person

Josh and Mandy, a local couple, reconnected with us after Mandy had initially sought advice for her parents' care planning. They were already working with a financial adviser but felt the approach was too investment-heavy and lacked a personal touch. They wanted a financial plan that aligned with their life goals.

Josh, having left a salaried position, now runs a successful consultancy practice, enabling significant pension contributions and wealth building opportunities. Mandy works alongside him in the business.

Meetings – Hybrid of online & Face to Face.

Dave, 46, is a high-level senior executive at a large Multi-National firm. Living in the South, he found us on LinkedIn and was intrigued by our "Work to Live" philosophy. He and his wife, Sarah, decided to see how we could help them achieve their financial goals.