Who We Help

Because life never stands still

Most of our clients are professionals with busy lives. They usually come to us for advice when life is about to change in some way. Maybe their children are about to fly the nest, perhaps downsizing is on the cards or retirement is beginning to look like an exciting reality.

We’ll help you plan for all those big changes – no matter how soon or far away they might be – just like we’ve done for many other clients over the years. Then you’ll be able to do all the things you want to do with confidence, knowing there will be money left at the end of your life, and not life left at the end of your money.

Take a look at some of our client stories below to see how we’ve helped others – maybe we can help you too?

“Nicola has exhibited great empathy, excellent knowledge and above all put our requirements first whilst acting in an extremely professional and trustworthy manner.” Tim and Liz

Inheriting money - James and Rachel

James and Rachel approached us when they were about to receive a large inheritance from James’ aunt.

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“Nicola has a clear organised process that embraces the client and their requirements." Tim and Liz

Inheritance tax - Susan

Widowed approximately ten years ago, Susan’s work has always been an important part of her life – she enjoys it! However, after a recent restructuring, she has found that additional responsibilities have been taking her away from the part of the job she really enjoys.

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“A goal is a dream with a deadline.” Napoleon Hill

Retiring now - Mark and Jenny

Mark and Jenny are in their late fifties and approaching retirement. With a redundancy package being offered to Mark, they approached us to help them make some key decisions.

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“We're very happy with the advice and service provided. The attention to detail of Nicola and her colleagues have been, and continue to be, excellent." Peter and Lisa

Planning to retire - Tom and Alison

With only five years until he hoped to retire, Tom and his wife Alison approached us, seeking our help on how to balance the following requirements.

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"It's impossible to map out a route to your destination if you don't know where you're starting from." Suze Orman

Divorce and moving on - Caroline

Caroline came to us as a new client when her divorce was about to be finalised. She had given up work to be a ‘stay at home mum’ on the birth of her first child some fifteen years ago. This, coupled with the fact that she had not had much involvement with the family finances, left her feeling in a very vulnerable position. But she was keen to take control and gain back some independence. She also had some very clear objectives.

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“Nicola made the process really simple and really took the time to understand us as people." Duncan and Lindsey

Combining property assets - Martin and Vanessa

Martin and Vanessa have both been married before. Now married to each other for a number of years, they have been living in Vanessa’s property, whilst Martin retained his property for rental. They came to us to help them in reaching decisions on how to proceed, now that they thought they had reached the decision to sell both their properties, combine assets and finally purchase a property together.

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