Keith, London
In our care since
Philip helped me to get my thoughts in order, looked at my current pensions, investments, assets and commitments and mapped our very clearly how best, in financial terms, to prepare for the years ahead. He even made me realise I could retire a number of years earlier if I wanted too and that the financial plans I had in my head for the next 10 years or so didn't really make financial sense and proposed a much better plan for my current investments. Turns out I'm not as smart as I thought I was.
