Ben founded his company which is based in Harrogate back in 1995.
Background
Ben was a longstanding business client of David Richmond in our Skipton office but had never undertaken any financial planning with an adviser. Following his introduction to David Porter, Armstrong Watson Financial Planning Consultant, Ben was able to review the arrangements and products he had in place, consolidate multiple pension arrangements and able to identify the gaps in his financial protection.
Why did you choose Armstrong Watson Financial Planning & Wealth Management?
It was long overdue that I had a review and I really needed an adviser who would look at my arrangements on the whole, taking everything into account and come up with the right financial plan.
It was particularly important for me to ensure I’d have enough income when I came closer to retirement age, to enjoy the lifestyle that I’d envisaged, and that required the experience of someone like David Porter. I needed an adviser who could help me identify what those sums might be, to allow me to work backwards and ensure that the policies in place would be correct. One of the things I liked was that David didn’t look for wholesale changes and I’m now in a far better and more secure situation than before.
How has the advice helped you and your family?
The main benefit I’ve seen is being secure in the knowledge that my arrangements are fit for purpose and future proofed as much as can be, ensuring my finances continue to be in good shape as I look towards retirement age and beyond.
Without this advice, my arrangements would have been much more sporadic and haphazard and left much more to chance and with uncertainty as to whether I would have the income I wanted for my retirement - and that’s no place to be.
What are your expectations as to how the relationship will develop?
Whilst I have hopes and high expectations that everything will continue to grow, I’m fully aware that that this might not be the case in this changing world. But, it’s the continued support and ongoing connection that I have with David that really makes me comfortable. I’ve received good advice and I’ve got great plans in place – I’m happy.
You can watch the full interview with Ben Peters here. If you’d like to get in touch or find out more about our service you can visit our financial planning and wealth management page or send us an email: help@awfinancialplanning.co.uk
