Lynn P's Story
Making a difference when it matters most
There’s a common misconception about what financial advisers actually do. People often assume we just manage investments, but that's only a small part of the picture. Lynn is a powerful example of the deeper value of good advice.
Lynn and her husband were long-standing clients of our family firm. During her husband’s illness, he was offered the chance to transfer out of a pension that included a valuable guarantee, pitched by the provider as a “favourable” opportunity.
But Andrew understood the complexities and the long-term risks. After careful consideration, he advised her husband to stay in the scheme. Today, Lynn receives a secure, guaranteed income for life from her late husband's pension, and because of the scheme's rules and her husband's age when he died, it is paid tax-free.
Tax treatment depends on individual circumstances and may change. Past outcomes are not a guide to future results.
In a time of deep uncertainty, sound advice gave her peace of mind and lasting financial stability. That’s what real financial advice is about.
"Always reliable, trustworthy and friendly. When my husband became ill Andy was very supportive and set up our finances in the best possible way for me. Afterwards he was very reassuring explaining my financial position and is always available to guide me with any problems I have. I thank him for those times."
This testimonial is based on one client’s personal experience and may not be representative of other clients. Outcomes will vary according to individual circumstances.