Truly independent advice
When I sold my Company in 2007 I was at first elated at having realised my financial goals and then frankly ’scared’ as I was no longer in a business that I was in control of and I needed to ensure safe management of my wealth.
At first I relied upon my Bank to assist but have slowly become disenchanted with their service. Needless to say the financial tsunami that swept through the financial services industry did nothing to ease my worry and whilst I fortunately avoided the high risk of financial loss that was prevalent at that time I felt it was important to seek out truly independent advice.
I had previously attended an FPC forum as a guest of an accountant friend whom I held in high esteem and was impressed with their professionalism and honesty I consequently contacted them. Several meetings later and after my wife and I had been profiled for ‘risk appetite’ we have entrusted FPC with a fair chunk of our wealth.
The advice we receive is always balanced and grounded and we are both comfortable with the outcome of that investment which to date has performed well beyond the anticipated growth rate.