Nick and Jayne owned and led a successful office furniture business for 36 years. Following an approach from a competitor they decided that the time was right to sell up and retire.
Nick and his wife Jayne were looking for someone to address all of their financial concerns. In short, they wanted someone to take control of the whole financial planning process.
FPC was recommended by a trusted friend who Nick had known since he was 18.Their previous dealings had left them deeply mistrusting of professional advisors in general so any company they approached would have to break down those barriers first.
It was important to Nick and Jayne that they visited FPC at their premises in order to ascertain that the company was a professional outfit. Following a meeting at their home and subsequently at the offices in Ainsdale with FPC Partner, Moira and the team, they appointed the firm to undertake an initial review of their situation.