As an Attorney under my elderly Mother-in-law's LPA, I needed advice on the best options for ensuring her capital provided funding for her care home fees for the rest of her life. Marco provided those investment options, enabling me to settle on a plan that balanced reasonable risk with the aim of achieving a better rate of growth, after costs, than a simple cash investment. The plan also aimed at ensuring, at the very least, the capital sum, after appropriate drawdowns to fund care fees, holds its value against inflation.
Read MoreI needed professional financial advice and assistance with my pensions. After reviewing my various pensions, and discussing my financial situation, Marco produced easy to understand pension forecasts, etc. which allowed me to make an informed decision as to what I needed him to sort out with my various pension providers. He undertook all that I needed, In a very professional, but friendly manner.
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