top of page

Retired by the sea – August 2022

Steve enjoys an in-depth chat with Gary and Maxine, two of our lovely clients who we have helped enjoy their retirement in their dream house by the sea.

They explore how life has changed, and how we helped not only to arrange their finances to enable the move, but to facilitate their change of mindset to believe and achieve what was possible for them.

Click below to listen to the interview:

This is our favourite part of the job, helping people realise their dreams!

There are so many ways that we do this for a wide variety of people, we’d love to make these interviews a regular feature.

Already a client? If you’d like to share how we have helped you, please drop us a line at so we can arrange a recording.

Looking for a financial adviser? Why not call the office on 0121 705 1000 to chat through your situation and see how we might be able to help you live the life you really want?


bottom of page