Just before Christmas, we had the opportunity to contribute to the popular Money Makeover series in The Telegraph. We love helping our clients achieve their financial goals and were pleased to offer our advice to Telegraph reader Will Goodwin who wanted guidance on how best to realise his aspirations of retiring at 55, buying a larger property for his family whilst also investing to help create future financial security.

Our Independent Financial Adviser Joe McGovern assessed Will’s circumstances and provided advice on how he could attain his ambitions…starting first with ensuring Will had all the necessary protections in place so that his family would be provided for should anything happen to him, something which can often be overlooked.

Joe’s advice was featured in print and online. The online version is available to view on the Telegraph website – https://www.telegraph.co.uk/money/money-makeover/money-makeover-midlifer-have-never-invested-late-start/

We wish Mr Goodwin every success in the future and hope our advice has helped him and his family with their future plans.