We first met Adrian and HarperLees as we approached pensionable age and were looking for financial guidance.
Rather than just concentrate on our pensions, Adrian undertook a thorough due diligence review of our financial circumstances evaluating not only our savings but also our projected income, expenditure and retirement wish list. This process culminated in Adrian identifying a larger and more appropriate portfolio than we were expecting.
By having a clear view of our financials this has resulted in a more comfortable retirement life style where we feel reassured when dipping into our ‘pot’ allowing us to enjoy life a lot more.
As a result of his guidance we are now encouraged to think about what we want to do each year and get on and enjoy our retirement.
John & Patricia Waterhouse