Independent financial advice helping clients across Cheshire lead a richer life

Coming up for retirement I realised that I needed to make whatever money I had saved work for me. The more I looked at places to invest the more confused I became. I needed advice.

Paula has spent a great deal of time with me assessing my needs and after advising me on areas of investment she has continued with regular updates and is always available to answer any queries I may have. I have every confidence in Paula. I now have peace of mind and more money in my portfolio thanks to her expertise.

My pension woes were paying into two Abbey Life funds, a current work pension, as well as having two defunct other pensions and not having the foggiest where all this was leading.

Paula helped me to navigate through the quagmire and nightmare of juggling three ongoing pension pots whilst sitting on two old previous employee pension funds. We consolidated these and simplified things in the run up to my retirement.

I’m delighted Paula has decided to start her own company.

Paula has been advising me for five years now and I have moved companies to keep her as my adviser. I feel now that she can have more autonomy in the advice she gives, tailoring it to my specific needs. Paula has given friendly, honest, realistic advice and has been able to explain in a clear, concise, manner. When we meet for regular updates she brings clear graphs and charts enabling me to see things in a visual format. I’d highly recommend her as an adviser.

With us approaching retirement age and having a variety of different pensions and investments, we felt we needed professional advice as to how best to rationalise these to enable us to enjoy secure incomes during our retirement years.

Paula has taken the time to understand our requirements and attitudes to risk. With an approach that is always clear and refreshingly free of financial ‘mumbo-jumbo’ she has provided sensible and trustworthy advice, during the 5 years we have worked with her.