My father and grand father past away
My grand father passed away and then my father passed away while he was dealing with my grandads affairs, leaving myself to deal with both. Craig has been invaluable with his help & advice as I dealt with the estates, ensured my mothers pension income meets her needs, re-investing the inheritance and planning for the future.
Yes I’m very happy with the outcome
My father passed away & my grand father passed away
My father passed away while in the process of handling my grand fathers financial affairs, leaving me to manage both, Ed’s advice has been invaluable in helping me through this time, managing investments, inheritance and helping me to ensure my mother and grandmothers pensions & financial affairs are in order
Yes I am very happy with the outcome
Sorted out my finances to be able to retire without worrying about my income.
Yes it has really benefited my wife and I. Without there advice we would not be in the healthy position we now find ourselves in.
In my opinion they did everything possible to help us in our situation.
I had taken early retirement and needed financial advice because of this.
He organised my pension and also advised how to invest my savings into a bond.
They were very clear on all advice given.
Desire to leave work early and before my full pension term
Came up with game- changing ideas that gave us real alternative options and helped us to escape from work and start three lifestyle businesses!
Generally yes......though COVID has slowed progress to an extent
Perhaps strengthen their awareness of ways to raise commercial finance