FPC has played a vital support role to Liz and her family, helping to reduce the burden during difficult times and ensure that any financial concerns were eliminated...
FPC has made sure that all of our bases have been covered since we started working with them in 2003 and have held our hands the whole way. You can't underestimate the value of having a trusted partner who is always available at the end of the phone to answer any questions or deal with any concerns. They couldn't have done a better job.
Liz's late husband Tom retired from his job as a cotton merchant in 2003 when he was 58. He had substantial pension benefits and wanted advice about how best to access and invest the funds to ensure that he and Liz could fund their lifestyle plans.
The couple also owned an apartment in the US for 20 years which they were looking to sell and were conscious of their inheritance tax position.
Tom and Liz needed sound advice. Their neighbours were FPC clients and on their recommendation they gave us a call.
Sadly Tom died at the beginning of 2017 but FPC's support and advice over the last 14 years has helped to guarantee the family's future security. We still remain at Liz’s side today.