Who We Help
We know there is more to life than finances but making smart financial decisions at a relatively young age can make a huge difference.
Here are some examples of the people we work with.
planning in your twenties
Jennifer is in her mid-twenties having graduated from university and is now working for a large investment bank in the City. Jennifer is single and is looking forward to advancing her career. She enjoys living in London and spending time with her friends.
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planning in your thirties
Lucy and James are in their mid-thirties with two small children under three. Lucy is a management consultant at a large firm and her career is progressing well. James is a freelance IT consultant and is able to work part-time from home. After saving hard they managed to purchase their first house together.
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Disclaimer – these are hypothetical client examples and do not constitute formal recommendations