Our story - Ian and Linda Gordon

Ian  

We realised that there was quite a lot that we needed to do in terms of understanding what our objectives were, what sort of standard of living we wanted, and we had quite a lot of investments and pensions here, there, and everywhere, and I suppose, the key thing was to understand whether they were going to provide us with the income that we needed to live the life that we wanted to live.

Why did you need a financial planner?

Ian  

For us, that was very much about maintaining the standard of living that we’ve been used to, and I suppose the other element was to be able to continue to travel quite extensively, while we are able to do so.

How did Berry & Oak help you? 

Ian  

We talked to them about what our objectives were, and Andrew was able to help formalise them a lot better in terms of what we really wanted out of our future.

Linda  

Yes, consolidate, and also, we wanted him to consider the kids and what we could leave for them, because that was a big part of what we wanted to do as well. So, it was really about the whole family going forward and how we could manage that situation.

What is it like working with Berry & Oak?

Linda  

He was also very keen to know who we were as people to make sure that he was a good fit for what we wanted. It’s always very much been a part of his psyche to continually understand what we’re about, which I think is really important as well. It wasn’t always just about the money side. It was about understanding us and what we wanted for our lives, which was really nice.

What’s been the benefit to you, working with Berry & Oak?

Linda  

Ian has a calendar for the next three years, and it’s all mapped out, so there’s something happening all the time.

Ian  

I think what it ultimately achieved was giving us confidence, and providing everything went as it should, then we would have enough to live the life we wanted to live and leave the kids what we wanted to be able to provide them with.