Steve and Louise
Company directors planning for retirement
Meet Steve and Louise
Steve and Louise are company directors. They came to us because they were looking to pass their company to their children; they wanted a strategy to reduce their involvement in the business over time.
They wanted some guidance and reassurance as to what was possible.
What we did
We discussed Steve and Louise’s hopes for the future and got to know them better. Once we understood exactly what they were trying to achieve, we began our work.
We reorganised their pension wealth alongside their savings and investments. We then recommended that the couple uses personal contributions to maximise their use of annual allowances. Finally, we put in place protection which offset the risk of key people not being able to work.
Today
Steve and Louise now have much more confidence in the future.
By creating a thorough financial plan, the couple now knows that they do not need to work for the rest of their lives. They have a strategy for the future and can start to enjoy life now and start achieving their goals before they even retire.
What 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.
Get in touch
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