Honest and detailed appraisals

I’ve have dealt with Graham for 8 Years. I was introduced by a friend, who like me was being made redundant from the BBC. At this point I wanted to understand the best way forward financially for me retire as I had also gone through a messy divorce. Immediately after meeting Graham he provided good counsel and put together a financial plan. As a consequence we put that plan into action where I kept my BBC Pension and set-up a new pension and transferred my old plans to a new pension. I also paid lump sum pension contributions and invested my redundancy monies separately. The objective throughout was to retire early.

As my circumstances have changed Graham continues to provide me with an honest and detailed appraisal of where things are for me in a way that gives me every confidence in his advice and recommendations. The result is I had the confidence to stop work at age 58 to go travelling, enjoy things and spend more time with my grandchildren. Through the Pension and other investments I receive a monthly income that has helped me do the things I have always wanted. I am not a millionaire but I certainly feel like one! Graham is a fantastic person who I hold in very high regard which is why I followed him to Sky Blue Wealth Management. In my dealings with him I haven’t looked back and would have no hesitation to endorse him and his team.