Steve

Client name: Steve

Client location: Manchester

Client since: 1992

Client Type: Approaching retirement

Steve is a Director of an insurance business. He is married and together with his wife is a client of Advice Matters. Steve is keen on charity work and has recently completed a charity fundraising trek in Transylvania.

What prompted Steve to seek financial advice?

Whilst Steve had no financial concerns, he wanted to know if early retirement would be a possibility. As financial services was outside of his expertise, he knew that he needed to work with someone with experience and knowledge of the opportunities and possibilities in the market place.

How did Chris help?

With sensible step by step advice, Chris advised Steve and his wife as to what they should consider at various stages in their lives, and what they could afford to do at each stage. They started with building up their pensions, then looked at other options.

How has Steve benefited from our advice?

Steve and his wife have been able to carefully build a portfolio of investments which will enable them to be able to retire when they feel ready to do so. Steve says “this gives the option as to when or whether we want to do things. We won’t need to work for the next ten years if we don’t want to. The advice we’ve been given has enabled this to be possible and you can’t ask for more than that!”