Leaving the rat race and retiring with confidence – Deb and Lyn, Norfolk
Deb and Lyn wanted to start a new life in another part of the country. In this video, they explain how working with Fotis and the team has turned that dream into a reality.
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Putting Danny’s retirement plans on track – Danny Gearing, Essex
Danny was concerned that he wasn’t on track to retire when he wanted to. In this short video, Danny explains how Fotis provided confidence and reassurance that Danny would be okay in retirement.
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Helping Colin retire early – Colin Prichard, Essex
Colin wanted to retire from his career in the City. He’s now achieved that with Fotis’ help and, according to his doctor, has added years to his life.
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Suddenly widowed – Michelle, Beckenham
Michelle’s husband passed away at a young age. He had always dealt with all of the financial matters, so Michelle was unclear as to the reality of her family’s financial situation.
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Business owner – Lisa, Dartford
Lisa is a successful businesswoman. She contacted us because she felt the bank that was advising her did not have her best interests at heart; she was looking for advice that was more bespoke.
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Retirement planning - Chris and Jane, Petts Wood
Chris and Jane wanted to know if they were going to be financially okay in retirement and whether their pensions were invested in the correct way.
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Family finances – Sanjay and Myra, Petts Wood
Sanjay and Myra wanted to know if they were on track to retire when they wanted to and whether they could assist their sons with property deposits and wedding costs.
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    Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.

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