white-branch

Derek and Tina Holliday

white-branch

"They just go over and above for their clients."

Derek and Tina started to think about retirement in 2017. They wanted to understand their position better and, in turn, feel more secure about their future. Could they still afford the things they enjoy now?

Here’s their story.

More stories from clients

Our clients are at the heart of everything we do. Some of them were kind enough to sit down and chat about how working with us has changed their lives for the better.