Susan was a successful Marketing Manager who we helped following her redundancy.

She was unsure what to do with her redundancy pay-out & the not so small matter of when she would find work again was also troubling her. Rather than simply advise her on how to invest her money, we looked at the bigger picture and discovered the household was paying off a couple of high interest loans.

We showed how much money she would pay back over the term of the 2 loans. She was horrified.

Also, the poorly performing endowment plan that she was also paying into each month was going to leave her with a significant shortfall when the mortgage was due to be repaid in 15 years time.

So we created an Investment Strategy. We paid the loans off with some of her redundancy, and created an investment portfolio with the balance designed to pay off the mortgage balance in 15 years time.

Paying off the loans significantly eased the pressure of Susans monthly commitments whilst she was without an income. Im happy to report that she has now found work again, her monthly commitments have reduced and she is now on track to pay the mortgage off.

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OUR HAPPY CLIENTS

"Hayden has advised me on my financial affairs recently to my great benefit and advantage. Hayden breaks the mould in this respect by being second to none in providing succinct, honest, clear, patient, and straightforward advice and information about the confusing jungle of options out there. I can recommend his services without reservation."

− Mr A R Oppenheimer

"I feel that you have my best interests at heart. When I first approached you I was worried that putting my affairs in order would be confusing & expensive, thanks to you this has not been the case. You have helped me make the right decisions based on the knowledge you provided."

− Mrs Chalmers, Harrogate

"Hayden explained things clearly & we felt he had our best interests at heart. We were very impressed…he certainly took our stress away. We would definitely recommend him"

− Mr & Mrs A Partridge, Boroughbridge

"Very prompt & efficient. Hayden was polite & down to earth and made us feel like he had our interests at heart. He explained everything we needed to know clearly and sorted out our finances very quickly. I would readily recommend him to any of our friends."

− Mrs Ewalt, Harrogate

"We are more than happy with the help we received from Hayden. We were very impressed, he clearly explained everything we needed to know, and we are so pleased he was recommended to us."

− Mr & Mrs Sadler, Knaresborough

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