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 and a review of her objectives and current situation was undertaken.