"Marco ticked all the boxes in terms of taking a more long term holistic approach"

I am looking to retire early in 2022 after 42+ years at my company and needed some specialist advice. I had initial interviews with a number of independent financial advisors but Marco ticked all the boxes in terms of taking a more long term holistic approach to what we wanted to get out of life in the next 30 years, as opposed to just giving pure financial advice. We have a planned proposal drawn up which looks to provide some investment income and stability for the future, and I am now on pause waiting for my retirement date.