In 2006, Carolyn and Simon were introduced to FPC by their solicitor at a crucial moment in their lives. Carolyn was transitioning from a senior role in a large company to becoming Chief Executive of another, while Simon was equally busy in his own executive position. They were looking for financial clarity, but didn’t want to work with a large, impersonal London firm. Instead, they needed a team that would genuinely understand them.
Carolyn recalls:
“We needed someone to make sense of everything. From the very first meeting, we knew FPC was on our side. They didn’t just look at one part of our finances; they looked at the whole picture – our wills, pensions, estate planning, investments, and tax. We handed over all our paperwork, and they made sense of it. It was a huge relief.”
Simon picks up:
“They weren’t just advisers; they became trusted partners. Their hands-on, personal approach made a massive difference compared to other firms we had encountered.
“FPC’s ability to select the right people for its team has ensured a seamless continuation of service over the years; our eldest son and his wife are now also clients.”
Carolyn continues:
“FPC genuinely cares. They take the time to understand what we want and how we feel. We can’t think of anyone else we’d have these conversations with.”
Simon agrees:
“They operate with an outstanding level of governance. Because it’s their own business, they truly care, and that makes all the difference.”
“FPC has supported us in multiple areas such as our pensions and retirement planning which can be daunting, but they have helped us navigate it with confidence. And when it has come to investment strategy everything has been very carefully managed to deliver predictable outcomes – they preach the mantra of a very varied portfolio!
“They are constantly reviewing and updating, never taking us for granted. It’s not dramatic – we avoid any crises.
“They’ve never let us down in 20 years, and I don’t think they ever will.”
Carolyn adds:
“It’s seamless and flawless. Things are dealt with subtly, without hassle. We always feel safe – there are no surprises, which is exactly what you want.
“Seventeen years on, despite financial crises and legislative changes, we are where we want to be – physically and financially – we have relocated to the Lake District and spend our time on the things we care and are passionate about.”
“With FPC, there’s a genuine desire to make sure we’re okay. They care, they’re proactive, and they make life easier. We completely trust them.”
Helen Thomas, Chartered Financial Planner at FPC, reflects on the relationship:
“Helping Carolyn and Simon achieve financial security and peace of mind has been incredibly rewarding. Our goal has always been to provide them with clarity and confidence in their future, ensuring they can enjoy life without financial stress. It’s a privilege to support them – and their family – on their journey.”
