Case studies
We’re incredibly proud of the work we do for our clients.
Here are some of the stories of the people we have helped: from a young couple buying a home, to a retired couple making the most of their hard-earned pensions.
Alan
Business Protection
Alan owns a limited company, has two children and is married. He wanted to ensure the business could continue to trade beyond his lifetime and that his sister can buy his shareholding in the event of his death.
Learn moreDerek and Julie
Financial confidence in retirement
Derek and Julie are a retired couple in their 60s. They had been retired for a few years when they came to us with some concerns about their income. They wanted to know if they were spending sustainably; they did not want to risk running out of money.
Learn moreSteve and Louise
Company directors planning for retirement
Steve and Louise are company directors. They were looking to pass their company to their children and reduce their involvement in the business over time. They were seeking some guidance and reassurance as to what was possible.
Learn moreTony and Siobhan
Mortgage and protection for a new family
Tony and Siobhan were new parents looking to buy a new home. They needed a mortgage and were considering arranging protection. They were also seeking some advice regarding their pension contributions, so came to us for help.
Learn moreWhat our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Twenty years ago, my accountant recommended Matt Webb as a first-class financial adviser, and that has proved to be the case. Matt is always courteous and ready to explain any questions I may have.
Matt has been our financial adviser for a number of years, and we look forward to working with him for many years to come. His expertise, advice, guidance and reliability have been at the heart of the trusting relationship from which we benefit.
Matt has a very good understanding of his clients’ needs and nothing is ever too much trouble. Matt is very knowledgeable and explains everything clearly and in sufficient detail to enable an informed decision to be made. He deals with everything quickly and efficiently and responds promptly to every query. I wouldn’t hesitate to recommend Matt to anyone seeking any form of financial advice.
I was introduced to Steve in 2008. I genuinely trust and appreciate the professional advice given to me and my family. The ongoing investment and pension advice has been invaluable through the good and the bad times and I have had no hesitation in recommending Steve to family and friends.
Lync (previously operated as PWS Financial Consulting) has been our financial adviser since 2005. The team has always offered sound financial advice based on our investment objectives and personal needs. They keep in regular contact, explain our options clearly and guide us in an appropriate direction. We feel they truly care about us, our finances and our future.
Having been a client for over 20 years, I cannot recommend the firm too highly. The levels of professionalism and product knowledge are excellent. The team takes a genuine interest in client and family circumstances and provides continuity of personnel, which is crucial for client comfort. Fees are realistic and ease of consultation is made a priority. I would not hesitate to recommend their services.
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