A successful business career can bring rich rewards but usually results in a lack of that most valuable commodity – Time!
From the first meeting, we felt they were on our side. And they looked at everything! Wills, pensions, estate planning, investment and tax planning. We inundated them with paperwork but they were great at simplifying it all and taking the pressure away. Knowing our financial planning is in safe hands, we are now doing all those things we couldn’t do – when we didn’t have time!
Carolyn was referred to FPC by her solicitor at a particularly demanding time in her life. She was moving from a senior position within a large company to becoming Chief Executive of another. She needed someone to make sense of and manage the financial package on offer and help her and her husband Simon (another busy exec in a similar position) to plan for their long-term future.
Twelve years on and despite a credit crisis and countless changes in legislation, careful planning and FPC’s sound investment advice has helped Carolyn and Simon to get to where they want to be. They have kissed goodbye to the daily commute, relocated to a beautiful part of the Lake District and are busy enjoying projects and pastimes that interest them.
FPC has been involved every step of the way, helping the whole family to plan ahead with confidence, firmly in control of their future and with a clear track to run on.