Client stories

David & Chrissie Ruderman from West Sussex talk about how Duncan helped them to live the lifestyle they want in retirement.

Meg Everitt from London met Duncan at an extremely difficult time for her and her family. Meg explains more about Duncan's support.

Michael and Anne from Sussex explain how they were attracted by Duncan’s gentle and relaxed approach.

Mike explains the benefits of working with a smaller organisation, which could offer truly bespoke advice to him and his family,