Jonathan recalls:
“I needed independent financial advice to manage the transaction related to my shares and was referred to FPC by a trusted board member – an experienced accountant and corporate finance expert. He had witnessed FPC’s expertise with other business owners navigating exit or succession planning and was confident they were exactly what my wife and I needed.”
Julie picks up:
“From the very first meeting, for which an advisor came to our home, we felt at ease. The FPC team didn’t just focus on the numbers; they wanted to understand us as people – our goals, concerns, and priorities. With financial security at the top of our list, we needed clarity to be able to make informed decisions about our future.
“Their analysis and advice gave us the confidence to make those decisions, which turned out to be incredibly successful!”
“A few years later, an opportunity arose for Jonathan to retire when a new investor came on board. Once again, FPC provided guidance, helping us navigate the complexities of that transition.
“What I really appreciated was that they tailored their approach in such a way that it suited each of us – Jonathan loves his figures and graphs, while I rely more on intuition. FPC struck the perfect balance, ensuring both of us felt comfortable with the advice we received.
“They helped secure our future, protect a legacy for our daughters, and even supported us through major decisions like moving house.”
Continues Jonathan:
“FPC is also refreshingly clear about their fee structure and how our money is invested. It’s rare to find a business that genuinely walks the walk.
And they have a strong network of high calibre professional partners with whom we have been connected for other aspects our financial needs – such as accountants and legal advisors – which has created a seamless circle of care around us, in which everything is effortlessly dealt with.”
Julie adds:
“Initially, I was cautious about risk but as FPC guided us through the volatile financial markets of the past few years my confidence grew. Their advice was always realistic yet reassuring, helping us adapt to changing conditions without fear.
“They have enabled us to manage our wealth in a way that considers its broader impact – on our family, friends, and life as a whole – not just the numbers, and been an incredibly rewarding partner for us.
“Now, with FPC’s support, we have achieved so many life ambitions including some wonderful travel experiences, with more planned!”
Concludes Jonathan:
“There is an underlying feeling of integrity that runs through everything FPC does which is invaluable. It’s important to be prepared for the bump in the road and having them by our side to support us on our future journey really gives us peace of mind so we can relax and enjoy life.”
Stephen Caffery, Chartered Financial Planner at FPC, reflects on the relationship:
“It’s a privilege to help clients like Jonathan and Julie achieve both personal and financial freedom. Peace of mind comes from knowledge and a clear understanding of how to turn aspirations into actionable plans.
“From the start, FPC’s approach was a great fit for Jonathan’s analytical mind and Julie’s practical common sense. We look forward to continuing our journey with their family for many years to come.”