Gerry and Caroline

‘We would never have had the confidence to do what we are doing but would have muddled on in the same old way. Now we are on the brink of a major, albeit somewhat scary, adventure, secure in the knowledge that we have the financial backing to live our dream life style.’

We both want to thank you for the tremendous help you have been to us in a wide variety of ways.

When we first met you our objective was simply to get rid of financial chaos we felt we were in and add some sound organisation and planning for the future. This, we felt we achieved with your assistance: it was very instructive to us to go through an accounting process and see just where our money was going and what we needed to do to enable both of us to stop working in due course; you were also immensely helpful with respect to some pure accounting practices and thus were able to save a considerable amount of taxation; with the help of Transact we could finally see what money and investments we had, whether and how we were making money from those investments, assess what we needed for the future and feel the comfort of financial security.

However, it was in part as the result of that sense of financial security that we were able to make a much more adventurous change in our lives. Knowing what our financial state was and how we could husband our resources for the future we embarked on a scheme which we had previously only day-dreamed about – a wholesale sell-up in York and relocation to London. Planning for Life helped us to make that decision in two mayor ways: (i) having a proper knowledge of our financial situation and thus a sense of financial security; and (ii) articulating our respective hopes and ambitions for the future, discussing them with you and then feeling confident enough to formulate a radical change of plan and put it into action. Without Planning for Life we would never have had the confidence to do what we are doing but would have muddled on in the same old way. Now we are on the brink of a major, albeit somewhat scary, adventure, secure in the knowledge that we have the financial backing to live our dream life style.

It truly is all thanks to you, not only in the ways I have outlined above but also by the enthusiasm, patience and confidence you expressed so clearly to us.