How working with a financial planner has brought peace of mind

Claire*, a successful director in the banking industry has been a client since 2019. Like many people in their mid-life, she started to think increasingly about her future and the need for financial security. Some of the questions she asked herself were around her pension savings and investments and if these were being maximised. What did this mean for her retirement plans and, crucially for Claire, how could she ensure that her money continued to support her philanthropic objectives? A chance conversation with a friend led her to Progeny.  

Claire was introduced to Victoria Ross, Chartered Financial Planner, who over the years has become a trusted adviser. They started with a discussion around Claire’s future plans and needs, which led to cashflow modelling and a review of her mortgage situation and current pension schemes. They could then build a financial plan that would ensure both a secure financial future for Claire as well as help her to achieve her desire to give back to society.   

The Client and Adviser Relationship

The strong relationship with Victoria has been invaluable to Claire and she is very appreciative of the time and care taken when advice is offered. Whilst they have a formal annual review, Victoria is always on hand to help throughout the year.

“I know I can email Victoria any time with any question, and she’ll be very responsive. She understands my situation and I really value that.”

Over time, and to protect her wealth further, Claire has utilised the legal services of the wider Progeny group to draw up her Will and Lasting Power of Attorney. This has brought great reassurance:

“I feel that by taking the right action now, I have peace of mind for the future. Everything is clear, in order, and crucially in one place. Should anything happen to me, my legacy will be straightforward to sort out as my financial and legal affairs are now both managed under one roof.” 

With her financial situation in order, Claire is looking forward to the next stage in her life, transitioning between work and retirement, taking on new non-exec roles and travelling the world.  

“I love my job, but I also recognise that there is more to life than work. Thanks to Progeny I can look forward to the future with confidence.” 

*Our client’s name, on their request, has been changed to protect their identity.