David approached me to help him and his wife with several different pensions and investments. But it became apparent that what they really needed was more time to do the things they want to do now, not in five years when David turned 65.
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Charles and Anne ran a very successful travel and tourism business. Whilst they already had a wealth manager, they were looking for a second opinion. They wanted to know if their money was being looked after in the best way possible.
Alan ran a successful chain of wine bars in the city. He initially approached me to review his various investment plans. However, after talking to me, he realised that what he really wanted was more control over his time.