White papers

Our principal independent financial adviser, Stephen Willis, has spoken on BBC Bristol Radio and at a number of public events about the benefits of setting personal goals.

Below you will also find white papers and articles in the media, written by him, giving financial planning advice.

• I felt reassured that Stephen was not just "out to make money" from me. The opposite. He was looking at the long-term picture
• He delivers everything I ask for. He's approachable, easy to get hold of, and above all, not pushy!
• He's very supportive; if he even senses that you have a question, he won't let it pass. He'll stop and talk it through until you understand
• Stephen helped me get control of my financial affairs. I had eight pension pots. Just to have Stephen sort them out was wonderful.
• Stephen is very professional, honest and honourable. I think those are very important qualities when someone else is handling your money
• I see my professional relationship with Stephen as long-term: there's been continuity through all the changes I've been through.
• Now, thanks to Stephen, I have a nice income and all my investments are sorted. I haven't ever had to worry about my finances
• When my husband died, things changed rapidly. "Put all your faith in Stephen," he said. "He'll do fine for you." And he does