Helping your future take flight

Friendly, independent financial planning services for the people of Worcestershire and the West Midlands

Peter & Jenny,

Lower Broadheath

We moved to our present home in 2011 and decided that we needed expert financial advice. We had paid little attention to our retirement, but knew we needed help. Andy straight away put us at ease with his clear and easy way of explaining (jargon-free) what was needed to achieve the things we wanted to do in retirement. He looked at all our income streams and our outgoings to come up with a plan that would do this.

Expert financial advice is not cheap (good advice never is) and we have not been disappointed with that advice, or with him. His advice and support have enabled us to have a very fulfilling retirement, and the future is looking just as good. It is refreshing to find someone like Andy who is ethical, honest and caring in such a hard-nosed industry.

Neil,

Worcester

In 2014 I found myself with various pensions from former employers, but worried they might not add up to a decent retirement. I had been putting off doing anything about it, but finally started looking around for financial advice.

From the ones I found, Andy Johnson looked like someone I could get along with and trust. I was right! He listened to my needs, consolidated my various pensions into better performing funds, and formulated a plan to build my pension finances.