I have collected a number of policies over the years, and by now they did not make any sense to me at all.
When Graeme introduced me to Financial Planning, it was a revelation. I now know exactly where I am with my financial affairs, as the sophisticated cash flow forecast allows me to see into the future as to how my investments will help me achieve my goals.
The comprehensive report I received confirms this, and this gives me the confidence of knowing that I will not only be financially secure in retirement, but can slow down at work between 55 and 60.
I would add that this includes Graeme ensuring we can buy a family holiday home by my 50th birthday!
Quite simply, true Financial Planning has given me peace of mind.
Laurence Newman,
Maxio-Facial Surgeon
UCH London.
