Following the successful sale of Phil's business, FPC has given him the confidence and security to move to the next phase of his life, with the added benefit of freeing up more time to spend on the golf course...
You hear plenty of horror stories about financial advisors but I really trust the team at FPC. When you're still actively involved in a business you can afford to take bigger risks but once you've sold your business and no longer have a regular income coming in, you can't afford to take risks. FPC helped to take the stress away and gave me the confidence to move on to the next phase of my life, without having to worry about the financial impact on my family.
I really like the way that things are done at FPC. You can have as much or as little involvement as you like. My attitude is to leave it to the experts!
In 2006 age 48, Phil was running a successful transport business in Preston, Lancashire. He was starting to think about his longer term exit strategy and wanted to understand his options and their impact on the family's lifestyle and future security.
Phil had been sold various investments and pensions along the way but knew that he didn’t have a clear plan in place to achieve financial security. One of Phil's friends, a client of FPC, suggested that he should go and see them to see if they could help out.
The sale of Phil's business was completed successfully two years ago. For the first 18 months he retained an involvement but he has now been able to step out totally, freeing up valuable time to spend on the golf course.
Phil has a six monthly review to check on the performance of his investments but knows that the FPC team remain on call for him and his family in between scheduled reviews.