Allowed me to stop work and change career
“The last 12 months have been valuable insofar that the financial modelling and projections has allowed Clare and me to make some important decisions, including the decision to stop work and change career and lend our daughter the money for her flat now, rather than in a couple of years time.” Paul Dunn, LPS client
I’m comfortable I’m in the best hands
“I’m comfortable I’m in the best hands. I find the whole relationship nice and easy. I’ve also appreciated the surrounding service of will writing and estate planning, the introduction to legal experts I would not necessarily have found myself”
I like that UA know about my personal needs
“I like that UA know about my personal needs and plans so that tax planning and investments can be structured accordingly”
It’s the personal touch I enjoy
“It’s the personal touch I enjoy. The ability to talk to someone I know and who knows me. Also the high level of expertise that is available”
It’s the total wealth structuring I appreciate
“It’s the total wealth structuring I appreciate, not just access to investment funds”
UA help me do things I couldn’t possibly do myself
“UA help me do things I couldn’t possibly do myself: the management of pensions from various international companies”
Not just the investment advice
“Not just the investment advice but the surrounding expertise, local knowledge and help with wills & estate planning.”
Focus on your individual needs
“Focus on your individual needs: where your money is lying, how much cash you need, insurance; what will you need in retirement and when will you need it by?”
Sound, solid …
“Sound, solid, structured advice and good performance in turbulent times.”