Client Stories

We asked a few of our clients to explain what we have done to help them and the benefits they experienced by working with us. Here are their stories.

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Video stories

John & Pamela Lythe

John and Pamela came to see us wondering if it would be possible for them both to retire at the same time. We took a look at the figures for them.

Suzanne Richardson

Suzanne was left wondering how she would cope financially when she was presented with a divorce settlement that didn’t seem fair.

Simon & Pamela Carlton

As organised but busy people, Simon and Pamela wanted help understanding their finances and positioning their money for better returns.

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Written stories

John & Catherine’s
story

"We wanted to ensure the family benefited from our estate – not the tax man!"

David & Brenda’s
story

"I knew I wanted to retire early but was not sure if I really could afford to."

Edward’s
story

"I want to make sure I can live in the style I’ve become accustomed to, even after I retire."

Awards

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Winner for the North - New Model Adviser Awards 2021

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Winner for the North - New Model Adviser Conference & Awards 2020

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Winner for the North - New Model Adviser Conference & Awards 2019

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New Model Adviser Top 100 2020

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New Model Adviser Top 100 2019

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Professional Adviser Tax-Efficient Adviser of the Year 2021

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Moneyfacts Retirement Adviser of the year 2018

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Adviser Firm of the year – North East 2020

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Adviser Firm of the year – North East 2019

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Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland

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CISI Accredited Financial Planning Firm™ of the Year Award 2019

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Yorkshire Financial Awards – Best Employer 2019

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Best Client Engagement (Advisers) 2020

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Adviser Firm of the year – UK 2020

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New Model Adviser Top 100 - 2018

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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