Future Life Capital

Post retirement financial planning. Helped to outline investment options and suggest a strategy - later helped with setting up the investments and now regularly monitors them along with me. Over the years I have grown to trust Trevor and his advice and this is essential between a client and advisor. His fees are open and reasonable and he devotes time to each of his clients personally.

Required advice as a Business owner on protection and pensions. Trevor listened to my requirements and concerns and advised on several points regarding income protection as a key person in my business and on the most appropriate pension arrangement to set up, bearing in mind my risk attitude and my personal circumstances. His advice was very clear, considerate and comprehensive. Absolutely, I now feel completely at ease with my financial situation and the ongoing support from Trevor in relation to continually monitoring my requirements and the markets and advising me of any changes needed.

I was looking for high quality advice and support for a mortgage and pension. He visited me and took time to understand my situation including ability to pay, my needs and my aspirations. Yes, he has enabled me to raise affordable finance at times when I've needed it. Plus, I have confidence in the products he has advised.

I needed to sort my personal finances out relating to getting the best Mortgage and Pension arrangements in place - especially understanding numerous work-place pensions and managing them in the best manner. Trevor has, over the last 15 years, kept me advised on the best Mortgage deals available to fit my circumstances as those have changed. His advice has always proved to be well considered and delivered and I have been entirely happy with the advice provided.Trevor has also spent much time assessing and advising me regarding pension arrangements - which I find entirely baffling - and has helped to provide excellent clarity of understanding for me and to advise on how best to combine (or not) various work-place pensions. In all my dealings with Trevor I have been completely happy with his advice and the actions we have taken together based on his advice have resulted in the desired outcomes as much as possible in market conditions.

Some small pensions had matured and also we were re-looking at the investments we already had in place and their effectiveness. Trevor helped us to understand the options that were available, he also explained the intricacies of options with the changes to pensions and how best to reinvestment. As well as that he helped us review the investments we had and move those to a more cost effective investment company that could give us a more integrated approach. Trevor had a good understanding of our position and made realistic suggestions for. We are. Our finances as regard investments are much better organised and easier to access for updates. We are clear on and happy with the position of our investments and pensions. Having never used an independent financial advisor before we found that Trevor made things clear and straightforward for us to understand. We really don't think there was anything he could have done better!