I have always avoided any kind of financial planning advice, like a novice refusing fences at the Grand National. Too overwhelming, complicated, difficult to understand, boring, and not something I was willing to dedicate a load of time getting to grips with. I was fortunate to find Tom Roberts at Kellands who completely changed my view of this.
Tom did a full analysis of my situation and quickly presented easy to understand solutions in plain English that made complete sense. He also did extensive research and I had complete confidence that he had my best interests at heart at all times and that the products he recommended to me were perfectly in line with my needs. He even managed to get me to understand the more challenging aspects of financial planning that I would previously have considered impossible to contemplate.
Miraculously I now understand the subtleties of taxation benefits of a company pension versus a personal pension, and other previously “too boring for words” subjects like the importance of insurance as I contemplate the stark reality that I might not actually live forever.
Thanks to Tom I now have a very reassuring ring of security around me and a greater knowledge of financial planning that makes me feel like I’ve not only conquered those tricky fences but already won the Grand National.