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More than just financial advice

An elderly lady called us to arrange a withdrawal from her investments.  We asked a few questions so we could be sure that a withdrawal was her best option. She explained she needed the money for a new car. Her current vehicle was in the garage and she has been advised that, due to the amount of work that needed doing,  she would be better with a new car.

The garage said they would be able to provide her with one. Our Adviser became concerned and asked a few questions. He suggested she involve her sons which she did. They helped her get the car back from the garage, took it to their own garage and the car was fixed for about £200.

Our client was extremely grateful for our help which saved her from withdrawing a significant amount of money from her investments, for what would have been a costly mistake.