In the end, we only regret the
chances we didn’t take.

I’ve been a financial adviser since 1993.  But a frank and poignant conversation with an ageing client served as my lightbulb moment, more of a thunderbolt actually!  Her words have remained with me ever since. Filled with disappointment, she explained how together with her late husband they had spent a lifetime focused on their future financial needs, rather than focusing on the present.

Approaching later life with more money than she was able to spend, she had time to reflect and regret not doing the things her and her husband dreamt of; as she said life is not a rehearsal. She made me reconsider my own future and my dream of sailing off into the sunset whilst both my wife and I were still fit and able.

This led us to sell our IFA practice and for four years we sailed around the Mediterranean making memories we will never forget. 2015 saw us move from London to set up home in Lymington and to build a business in financial planning; to encourage clients to live the life they want to lead with a financial plan in place to achieve this.

IFA in Lymington made this parent happy

What our clients say

Mrs D S

“I have been meaning to write since the funeral.  David has left such a large hole in our lives, he was so wonderful, I can’t believe how much I miss him. I want to thank you for everything you have done.  I really do appreciate it all.  David always said I could rely on you.  Thank you so very much.”

Mr I & Mrs B P

“Thank you for all your help on our behalf”

Mrs D M

“Very professional and made the financial world a lot easier to understand, took time to make some enquiries for us to enable us to move forward for a plan for our retirement. I would highly recommend Geoff to all our friends, family and colleagues.”

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Contact us for help with your finances.