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Holistic Financial Planning Testimonials

For professionals and business owners alike, it is beneficial to assess whether your financial strategy is likely to meet with your personal aims and objectives and provide you with your desired lifestyle in retirement.

We offer a comprehensive financial plan; this includes a valuable lifetime cash flow forecast, an indication as to whether their financial strategy will enable you to achieve your personal lifestyle goals and leave you with a financially secure life, or whether they are likely to run out of capital at some point. We can also build scenarios, test the 'what if' scenarios which invariably arise, such as death of a partner, or enforced retirement due to illness or disability.  

How powerful would it be for you to know when you could afford to retire, or calculate the sums you need to realise from the sale of the business in order to achieve and/or maintain the desired lifestyle in retirement?

Contact us today to plan for your future.

For more information, or to arrange an appointment, call 01246 560570 or email

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.



Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.

Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.

Mr W, Nottinghamshire

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