Thanks to targeted investment and pension planning, Judith was able to retire from her professional working life at the age of 49 with complete confidence in her future financial security.
FPC bothers to listen to find out what is important to you and what you want to achieve. Right from the start, FPC's services were conducted with honesty and transparency and I felt confident in the knowledge that I could retire early and look forward to the next stage of my life, with the full support of a long term partner who was with me all of the way. There is always someone to call on if I have a question.
The client portal is particularly useful...and very reassuring. I can log into it as often as I want, from anywhere in the world, to check how my investments are performing.
Judith was a successful employment lawyer when she was first introduced to FPC. Previously, she had been sold a range of financial products, all operating in isolation with no regular review in place. Aspiring to retire before 55, Judith decided that a more strategic approach was required.
Judith's initial discussions with a number of IFA’s all ended with a similar result. Rather than wanting to find out more about Judith and her plans for the future, they just wanted to sell her more products. A colleague who had been dealing with FPC on the sale of a family business suggested that she should contact them. Judith met Moira, one of FPC's partners and a review of her objectives and current situation was conducted, all free of charge in the first instance.
With FPC’s guidance Judith was able to retire 5 years earlier than originally planned. She knows exactly how much she has to spend and can plan ahead with confidence as a result of FPC's invaluable lifetime cashflow modelling (AIMS) and access to the client portal allows Judith to see, at a glance, how her investments are performing.