by iPlanningWealth | Jun 10, 2013 | Real Life Stories
The best way I can describe my portfolio of investments and deposits before being introduced to Wyn is unmanageable and unmanaged. There was no strategy or planning behind what I had and the amount of paperwork I was getting was silly. If you were to ask me what my...
by iPlanningWealth | May 3, 2013 | Real Life Stories
One of the recurring discussions I would have with Wyn when reviewing my financial planning arrangements revolved around the question: Could I retire earlier than my employers had planned for me? The truth was that they were not planning anything for me, all their...
by iPlanningWealth | Apr 22, 2013 | Real Life Stories
I have known and dealt with Wyn for around 30 years. As well as being a trusted adviser he has also become a close friend. My main concern when I first sought advice was to invest tax efficiently. The advice given has resulted in my having a substantial investment...
by iPlanningWealth | Apr 10, 2013 | Real Life Stories
During a discussion with Wyn I learnt that I was one of the first clients who saw the real value of Critical Illness Insurance. Along with Life Insurance and Income Protection, Critical Illness Cover is the kind of protection you hope you will never need to claim on,...
by iPlanningWealth | Mar 25, 2013 | Real Life Stories
I first sat down with Wyn at his favourite venue in 2007 (Borders/Starbucks). I had a small pension fund that was going nowhere (valued around £27,000). At that meeting we agreed that carrying on doing the same thing hoping for different results was not wise, and that...
