"I went from having £12,000 in a forgotten pension to building a portfolio worth £180,000 in just four years."
James came to us feeling overwhelmed by financial jargon and multiple pension pots from different jobs. We helped him consolidate his pensions, understand his options, and create a clear investment strategy.
The breakthrough came when we showed him how small, consistent contributions combined with employer matching could dramatically accelerate his progress. He's now on track to retire comfortably at 60 instead of worrying about working until 70.