Andrew’s and Lisa’s story
Andrew and Lisa were referred to us as they were dissatisfied with a previous adviser. They had some investments to be reviewed, and we consolidated them to make it easier for Andrew and Lisa to keep track of everything.
We focused on estate planning needs and with our clients being retired, we had a plan which was carefully monitored.
Andrew’s and Lisa’s situation changed when they very unexpectedly received a significant inheritance. This came as a huge surprise to them and meant a complete change in their circumstances.