Geoff and Elizabeth: Private Clients

Background:

Geoff and Elizabeth are both retired and have been clients of gpfm for a few years now. Scott Atkinson set up pensions for both of them in 2015 and continues to have half yearly review meetings with the couple.

What happens in the ongoing review service?

During these meetings they discuss their current circumstances, income and expenditure, investment risk and financial objectives. In preparation, we produce a valuation report which shows Geoff and Elizabeth where they are currently invested and the risk profile of that investment at the time. It also shows them what the investment has returned since the last meeting.

“We discuss and review how our pension is going and check-in on how we are living. We spend six months in the UK and in six months in Texas,” say Geoff and Elizabeth. “We also bought a fixer-upper house four years ago when we retired and want to make sure we can keep working on it.”

How have the meetings been helpful?

“Yes, absolutely. Scott explains things in a way that makes them easy to understand, especially for me,” says Elizabeth. These meetings are an opportunity for Scott to reassure the clients and let them know they are in good financial health.

How would Geoff and Elizabeth describe their experience with gpfm?

“Excellent, it is always a concern when selecting a financial adviser, but we really liked gpfm’s story and profile on their website. Then when we had our initial meeting, we were treated so well by Scott and the team.”

“We would certainly recommend Scott and gpfm to anyone. We were worried about spending money at one point, but Scott reassured us and said we could check-in every month if we wanted to.”

P.S The photo above is Elizabeth in front of their home in Texas. We helped them achieve this as part of their retirement plan with the right financial planning.

If you would like to speak to an adviser about your finances, please get in touch by calling 01992500261 or emailing us at enquiries@gpfm.co.uk.

This article is for information only and must not be considered as financial advice. We always recommend that you seek independent financial advice before making any financial decisions. We’ve changed the name of the client for privacy.

About gpfm 

gpfm are an independent financial planning company dedicated to the provision of personal, professional and objective-driven advice for our clients. We have been awarded the Chartered Financial Planners title by the Chartered Insurance Institute for offering high quality, independent and informed advice that meets the needs of our clients.