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

March 1st, 2021|0 Comments

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.

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.

Charles and Anne, Owners, Travel and tourism business
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.

Alan, Wine Bar Owner, City of London
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

David, Scientific Instruments business owner, Hertfordshire

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