Mark met the team at FPC when he attended one of their seminars in 2010 as a guest of his solicitor. He had just sold a software business and was looking to invest some of the proceeds. With his children to support through further education and beyond he wanted to be sure all future needs were taken into account.
He’d had experience of other financial advisers in the past but didn’t feel comfortable enough to trust their judgement with the amount of money in question. He knew he needed more and was looking for someone who could take a broader, more holistic approach.
Mark liked the sound of ‘The Financial Planning Corporation’. The firm’s name conveyed an image of solidity to him. He was looking for someone that he would trust enough to have a close relationship with,and he felt that continuity was paramount. He didn’t want a situation where you met the ‘A’ team at the beginning and then never met them again.