London based client wanting to escape corporate life

What were the circumstances that caused you to look for a financial adviser?

We recognised the need for longer term financial planning in the run up to retirement (it’s never too early to plan!)

How did Carl Melvin help you?

Carl is great! He produced a brilliant analysis and talked us through it. His explanations were really useful and very reassuring.

Have you seen the outcome you were hoping for?

Yes. We’ve got a great initial plan which we will keep under review with Carl’s on going help. He’s also given us some top tips to take forward right now.

What could they have done better?

Carl met our needs extremely well. I have no hesitation in recommending him.