Client Stories

Our clients are at the heart of what we do. We build long-term relationships over time and we’re proud to have a client retention rate of over 99%.

Find out more about how financial planning has helped some of our clients adjust to life post-injury below.


Nathalie pursued her passion for racing driving despite her spinal injury. She also set up Spinal Track, a charity helping disabled drivers race in specially-adapted cars.

Read Nathalie's Story


By getting the right support team in place, Rosie’s been able to finish her university degree and pursue her love of seeing live music.

Read Rosie's Story


David worked with an architect to build a house designed for his needs. His new home helps him live with greater independence and privacy.

Read David's Story


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