I always had a good understanding of the value of money but lately found myself spending more on my love of classic cars and sports. I wanted to understand what I should be doing with my money to start making it work for me. I had very little in terms of pension provision and no real investments. I needed to gain control of my finances, structure my affairs in the most tax efficient way and plan for the future. I wanted everything consolidated, simplified and easy for me to manage.
I used to receive calls on a regular basis from my bank offering investment advice. I was concerned about doing this and wanted more than just a quick fix solution. I needed someone who I could trust and deal with over the long-term, who understood the challenges of running a business.
I met with Mike, who discussed both my business and personal objectives, as well as my concerns. He took time to understand my business, current situation and future aspirations. He explained how they could consolidate everything into a single plan and help me to gain a clear view of my wider financial position.