Our story - Simon & Pamela Carlton

Simon  

We’d reached the point when we were beginning to think of retirement. We thought, “We could just leave our money here and then see what happens,” but that didn’t seem good enough, so we said, “Let’s get a plan.”

Why did you need a financial planner?

Pamela  

We’re quite organised people, but because of a lack of time, we had money all over the place, and we really needed it sorting out, and Andrew’s done that for us. I can look at it now and see it’s there, and there, and there, and that’s what’s happening, whereas before I was not in that position at all.

Why choose Berry & Oak as your financial planner? 

Pamela  

It’s not all about working, it’s about finding time to be together. I think Andrew’s investment for us is going to enable Simon to retire much sooner than he would have done before, and that, for me, is massive. That’s what it’s all about for me, and that’s why I want to use Andrew as a financial planner. That’s the main thing for me.

What is it like working with Berry & Oak?

Pamela  

I have a lot of confidence in him. He’s not overconfident in saying, “Do this, do that,” but he advises you strongly and lets you then make up your mind.

Simon  

You don’t feel pressurised, and you don’t feel intimidated. It’s not an intimidating environment, it’s just a professional environment, but it’s friendly.

Pamela  

I can’t find anything to fault.

Simon  

It’s good.

Pamela  

It’s really good. I’m pleased we chose them.