Kevin Jenkins, Worcester

In our care since 2017

Prior to meeting Eugenie and her team, our financial planning for both investments and retirement were at best ad-hoc, and at worst non-existent. Following our meeting and a forensic examination of our finances, a proposed plan was produced which consolidated our various pensions and incomes and gave us a financial map for the future. This is reviewed annually (as a minimum). By far the most reassuring aspect of our relationship with Eugenie and her team is knowing that you can pick-up the phone at any time for advice, guidance and reassurance should the need arise.

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