Alan and Karen

Client names: Alan & Karen Campbell

Client location: Shirenewton, Monmouthshire

Client since: 1986

Alan and Karen got married in 1986 in the Langdale Valley, Lake District. They met at work in the hotel where Alan was the hotelier and Karen worked in sales. After the birth of their two daughters, they bought their first house in the Lake District.

Being a hotelier, the family moved around a lot over the years, living in the Middle East, Ireland, Scotland and Europe. As a family, Alan and Karen needed to feel that wherever they were in the world, they always had a solid base to come home to.

What prompted Alan and Karen to seek financial advice?

Their goal was to make sure that their daughters had a good start in life, which included helping them onto the property ladder. At the same time, they wanted to secure their future and plan a retirement they could look forward to.

How did Chris help?

Chris initially advised them on their mortgage requirements, along with savings policies which remained through to maturity 25 years later. Gradually, their financial planning turned more towards options for retirement, with extensive pension planning, and also assistance with their tax returns in order to claim higher-rate relief.

How have they benefited from the advice?

Alan says “Chris has always been there from the start. You can ring him at any time, even when he’s in France, which I have done on a few occasions. He has pointed us in the right direction many times. Without Chris, our financial future would not be as strong as it is today. We know we can relax.

Chris is now advising our daughters, and we’re delighted to know that they’re in safe hands.”