Archive for the ‘Client stories’ Category


Providing clients with ‘Sleepability’

Posted by abbie

So what exactly is ‘sleepability’? It’s a phrase Jeremy coined to describe the way we help our clients to sleep at night. We enlighten them on issues that affect them and devise a plan that puts them back in control of their financial affairs.

Providing Sleepability

Often when we see a client for the first time and they talk through their situation and what they’re trying to achieve, they also voice their worries and concerns. These range from “will I have enough to retire on?” to “how will I protect my family should anything happen to me?” and “I’m confused about where I stand, I have numerous policies accumulated over the years” or simply “I’m worried about my financial future”.

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