Future-proofing their pot

They got in touch with Andy to discuss their investments, as they are looking to pass them on to their children in the future. Paul and Sara were very aware that while they could sit on their funds, the better option was to look at ways to help their pot grow.

A major part of their discussions was to “future-proof” their pot, to make sure the money will be there for both their children and grandchildren in the future.

Despite Paul and Sara’s initial concerns about working with a financial planner, due to the worry that things may go wrong, Andy was able to explain the process and put them at ease. The next hurdle for the couple was their difference in attitude to risk. While Sara was initially more averse to risk, Paul was more inclined to take larger risks, a potential obstacle when investing together.

A solution for everyone

However, Andy was able to work between the lines to create a solution that worked for them both. He also took the time to explain the optimum time to take larger risks vs smaller risks. For example, with the money you’d like to leave for your grandchildren, you can take slightly larger risks with, as it has years and years before being needed. However, it’s often wiser to take smaller risks with any money you may need in the short term.

Andy has continued to provide Paul and Sara with a safe pair of hands, taking away the stress of managing large sums of money and giving them the freedom to enjoy their life. The key to this working relationship has been built on trust, with Andy keeping them informed every step of the way. Andy also goes the extra mile, making sure to email them both when a sudden change happens in the market, such as markets or shares suddenly going up or down.

Flexibility is key

When it comes to their favourite thing about working with Andy, it is that he is flexible with their meetings, very often going to them directly. Not only is this convenient for Paul and Sara, it also allows them to feel more comfortable when talking about their finances.

When asked if they’d recommend Andy to their friends and family, Paul and Sara gave a resounding yes. Stating that they’d not hesitate to tell their friends and family to get in touch with Andy should they know anyone that may require his help.

What our clients say

We work with some fantastic clients, who are delighted to share their stories with you.

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

"Thank you Paul for everything you have done. I too enjoyed our conversations and thank you for the time you spent assisting me. I found you to be a very pleasant person with the highest levels of integrity, a true professional. You are a credit to Adcock Financial and I wish you and the company all the very best for the future."

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”

Paul and Sara’s story

Future-proofing their pot

A solution for everyone

Flexibility is key

What our clients say

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”

“Great job always from a great team.”