I work as a consultant Urologist in Hereford and my wife helps me run my private practice. We heard about RW and Graeme from Independent Practitioner magazine and contacted them by e-mail.
We thought our finances were in good shape but we did not have a good overview of our finances in the longer term and were unsure if I could start to work part time next year age 60.
Using tried and tested comprehensive methodology; Graeme answered all our questions and gave us a clear understanding of our financial position. Our detailed personalised strategy and recommendations then allowed us to confidently go ahead with our own, and our children’s plans, giving us much needed peace of mind.
As a bonus, it has dissuaded me from dabbling in the stock market with more than what Graeme calls “play money”.
By demonstrating that I no longer needed some of my Endowments, Pensions and Life insurances policies, I will recoup RW’s fees in less than 1 year.
I would recommend RW to anyone who wants their own detailed comprehensive financial plan, providing they are serious and are prepared to spend time thinking what it is they want by setting down their goals in life.
