After selling my company, my priority was securing a steady income for retirement while minimising my tax exposure. Nick explained everything clearly and developed a tailored plan that perfectly matches what I wanted. I highly recommend him and all the team for their expert advice.
Chris
Business owner, Bury
I was always caught up in the day-to-day of running my business, so I didn’t understand much about pensions. When the time came to sort it out, I appreciated how Nick calmly talked me through my options and crafted a plan that works best for me.
Ted
Business owner, Marple
I can’t thank Nick and Ali enough for the guidance and support they’ve provided. Financial decisions can feel overwhelming, but everything was explained in a way that made sense and gave me peace of mind. It’s reassuring to know that whenever a question comes up, I’ve got a trusted team ready with thoughtful, practical advice.
Beryl
Lymm
When I sold my business, I wanted to be sure the proceeds would give me a reliable income in retirement while also being structured to reduce both income and inheritance tax. Nick walked me through my options and designed a plan that fits my exact needs. I wouldn’t hesitate to recommend him.
Martin
Business owner (exited), Stockport
Nick and Ali have been by my side for years. Nick’s advice on my pension and business sale made a huge difference during what could have been confusing times. I’m grateful for their clear advice and the peace of mind they’ve provided throughout.
David
Business owner, Sheffield