My clients are typically retired or actively planning for their retirement. They are normally seeking advice for one of three reasons:
- There has been a big event in their lives such as a redundancy or a decision to retire or because of a substantial inheritance. OR
- They have been receiving poor advice or biased advice from their current adviser and are on the look out for a second opinion. OR
- They get such a strong referral from one of my clients that they decide to get in contact with me.
All of my clients are different, however they tend to share a few things in common.
- They want to be financially independent for the rest of their lives. They do not want to be at risk of running out of money.
- They want their money invested in a safe and secure way to guarantee a successful retirement and to ensure that their savings are protected.
- They want to take advantage of the rules, especially in retirement. This could mean paying less tax and gaining benefits they are entitled to.
- They want an adviser who cares about them and their families.
- They want an adviser who is easily accessible so that any questions they have can be answered promptly.
- They want an adviser who speaks to them in plain English and who can explain things well so that they understand the advice and can make informed decisions.
"Most of all, my clients want financial confidence and peace of mind that everything is being taken care of, so they can live their lives the way they want to."
Michael delivers on all of these things - this is the reason that his business is growing successfully, by word of mouth.
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