Client stories

We’re delighted that our clients are willing to share their stories and explain how effective financial planning has helped them. Take a look at some of their stories below.

Victoria is 46 and works as a part-time estate agent in Cheltenham. She is divorced and has a 10-year-old daughter.

VICTORIA, Cheltenham

SLG Brands is a design-led international beauty brand company with a global presence. Employing 100 employees, it is the creator, maker and distributor of some of the high street's most fashionable beauty and male grooming brands.

SLG BRANDS, Cheltenham

Sarah is 54 with 20-yr old twin boys, a 15-yr old daughter and their labradoodle called Sully. Sarah’s husband sadly passed away in 2013. He had previously dealt with all of the household finances, so her probate solicitor recommended that she appoint a financial planner.

SARAH, Worcestershire

Sally and Andy have been married for 34 years. They have two grown-up sons who have now left home but live locally. Before retiring, Sally worked in IT and Andy ran his own shop.

SALLY & ANDY, Gloucestershire

Randall & Payne LLP is an accountancy firm, which has been established for over 140 years. The firm provides expert business advice and practical accounting solutions for clients to realise their potential.


Lester is 58 and retired a year and a half ago. He previously worked for a multinational telecoms business in IT and engineering roles. He’s married with two teenage children, one of whom is at university.

LESTER, Cheltenham

Lesley is 56 and retired nearly two years ago after working in HR for over 30 years. She’s divorced with two grown-up children. Whilst they’ve both moved away from home, both are in academia, so Lesley still feels like ‘the bank of mum’ at times!

LESLEY, Totnes, Devon

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