Caroline Horry, Sleaford

20 Oct 2014

James made everything very simple to understand and I felt very reassured by his advice. He even offered me advice on longer-term pension planning, which was extremely useful but I am sure I will be consulting him again in the future. James did not encourage me to spend additional money on services I did not require and I was grateful for this. I would have no hesitation in recommending James to anyone else who is unsure as to what they are doing and do not fully understand all the jargon.

Why should I worry?

We believe the future should not be left unplanned.

Reasons why

Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

Avoid the trap

Keeping the fruits of your labour

Leave your money to the family, not HMRC.

Why us?