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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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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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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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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Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.

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