Whether you’re still enjoying a thriving career, running a successful business, or feel ready to retire, having enough money to move on to the next stage is an issue that resonates with every person we work with.
We all want to know we can enjoy our ideal lifestyle, free from money worries, once we move into retirement. Simultaneously, our clients want to enjoy life now. They know that life is short. They want to make sure they can say “I’m glad I did”, not “I wish I had”.
Our clients tend to be based in the Midlands. We like our clients to join us here at Henwood Court, our beautiful offices in Sutton Coldfield; it’s a relaxed yet professional setting that lends itself perfectly to the focused conversations we will have.
We find our clients are often like us; friendly, open people, happy to form a trusting relationship.
With this in mind, the people we typically work with are: