My Story - Pat & Dermot Lee
Dermot initially took our advice in 1996 when he sold his house and needed help with investing the money. Since then he has been made redundant, become self employed and most importantly married Pat.
Pat was a senior social worker who became self employed and contracted her services to a local authority.
After their marriage they embarked on a complete life style change when they moved to Cornwall and started a very successful bed and breakfast business “The Anchorage”. All this in the past ten years!
Theirs is an increasingly common story – no longer do we start a career in our 20s and retire from it 40 years later. For a range of reasons life has become increasingly complex and so are the financial decisions that go along side those changes.
Here is what they said about dealing with us:
“It gives us peace of mind knowing we can trust the advice we get and that if we have any questions or worries we get an immediate friendly response”.
All our client stories:Julie's : Pat & Dermot : Richard Hill : Pat Blandford : Pam Polson
