Steve O’Connor


"I knew exactly what I was doing because they made it so clear."

Steve had been left more confused about his future after a meeting with another adviser. He wanted to ensure he could achieve his goals, both now and in retirement; namely exploring China via the Trans-Siberian Express.

Here’s his 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.