Michael Dorsett, Lincoln

20 Oct 2014

I was wanting a flexible drawdown pension set up and had a particular view of what I wanted. What James did well was to listen and confirm what I wanted to know, but also interpret and suggest other alternatives that I had not thought of.

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?