"Strategic Financial was recommended to us by some very close friends. Our first meeting with Strategic was intended to be about exploring our retirement planning options. However, due to a forced redundancy, the agenda changed to 'Help, what do we do now?'
Simon and Todd explained how we could achieve our dream of retiring sooner rather than later. The information they gave us was comprehensive, reassuring and easy to understand. They outlined our investment options, and at our next meeting gave us a portfolio which detailed our retirement plan.
Simon has continued as our Financial Adviser and we have 6 monthly reviews of our financial position with him. We also know that he is available if we have any queries at any other time. We can now relax & enjoy our retirement knowing that our long term future has been planned out and that we are being guided by a knowledgeable & trustworthy company."
This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.