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Here’s how we’ve helped people like you…

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Here’s how we’ve helped people like you.

Complete peace of mind

Ensuring my legacy was passed to my son and granddaughter effectively is of utmost importance to me.

Forethought took the time to fully understand what my overall objectives were and what was important to me.

I now have complete peace of mind to know that everything I have worked hard for will be passed on effectively and in the way I want.

Mrs Elaine Moore, Wigan
Great customer service

I would like to take this opportunity to thank you for providing my wife and I with great customer service whilst assisting with arranging our will and protecting our assets.

These things are never straightforward, and finding the right level of cover can be more difficult than expected.

You spent the time with us to understand our requirements and as a result of this was able to provide me with the most appropriate course of action.

I will not hesitate in referring you to friends and family in the future.

Mr A Kellali, Manchester
Would highly recommend

Since my retirement four years ago David has provided my wife and I with sound advice encompassing every aspect of our financial needs. He has used his expertise to invest monies, plan for care home worries, organising power of attorneys and written our wills. We now have peace of mind to enjoy our retirement knowing that he is always on hand to help with any financial worries that we may encounter. He is friendly, but totally professional and would highly recommend him.

Mr & Mrs Caffery, Biddulph
Efficient, friendly and detailed

David has now provided a number of services including financial advice and estate planning. He has been efficient, friendly and detailed in looking at the various aspects of my short and long-term needs.

Unlike some advisors he communicates clearly and plainly, making sure that I have understood the thinking behind his advice, my retirement has been a smooth transition with no financial hardship being encountered and much of that is down to his helpful and clear thinking approach. I would happily recommend his services to anyone wanting clear well-thought put advice.

David Thomas, Stoke-on-Trent