Christine, Shropshire
In our care since 2015
“James has been monitoring my circumstances for a few years now, and always with the retirement period in mind. He advised the best way to adjust my investments to maximise my income potential. I look forward to our continuing collaboration.”
Coffee?
We’d love to sit down with you to discuss your goals and concerns over a coffee (other beverages are available!).
If you’ve got any questions or want to book a free initial meeting, leave us a message below and we’ll be in touch.
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