I’ve worked with hundreds of families over 25 years. Meet just some of the business owners who I’ve helped to achieve their life goals.
Taking control means you’ll have no regrets
My battle with Covid-19 made me think very seriously about what would happen if I became seriously ill and died. Talking about death is never easy but, as a financial planner, when I talk to clients about their financial plans it’s a subject that often comes up.
Covid-19 could prompt a life priority rethink
The events of the past year have forced all of us to look at our lives and businesses and consider what is important and what really matters.
Parminder’s advice has put us firmly in the driver’s seat.
We now have a clear exit strategy from the business which is right for us.
Our lives have been transformed; where we once felt trapped in the business, we now have the freedom to work if we want to.
I feel more confident and in control of my family’s future and my finances now have a purpose.With a structured financial plan, my dreams and aspirations will become a reality.
Now, if I work long hours, it’s because I want to, not because I have to.
Parminder’s advice has allowed me to retire five years earlier than I thought I could.This has enabled me and my wife to do all the things that we really want to do.
His advice has given us the confidence and freedom to live our lives the way we want to, without worrying about running out of money