Planning for financial stability in later life is a crucial step, especially after significant life events like receiving an inheritance or taking early retirement. This case study highlights how a client sought financial advice to align their investments with their values while ensuring long-term growth and stability. Robert Wilkinson, one of Fogwill & Jones’ expert advisors, provided tailored financial guidance, helping the clients transition into a more secure financial future with a focus on ethical investments.
What were the circumstances that caused you to initially look for an adviser?
USS scheme for one of us resulting in early retirement pension and lump sum, in addition to recent inheritance and the need to make good financial planning for later life.
How has Robert Wilkinson helped you?
Rob has taken over from our previous financial advisor in Fogwill and Jones, and he has just conducted our annual review. He understood our concerns, particularly our motivation to use our money in positive ethical investments, and gave us a good explanation of where things stand with our investments and was thorough in assessing the level of risk we feel comfortable with, I appreciated his personable and frank approach and feel we are in safe hands. Thanks Rob!
Have you seen the outcome you were hoping for?
Yes in the sense that our investments are beginning to show signs of recovery after the shock of COVID.
What could they have done better?
Nothing – we will have a follow up meeting in a couple of months.’
Conclusion
This case study demonstrates the importance of personalised financial advice when managing significant financial changes and aligning investments with personal values. Through a comprehensive and empathetic approach, Robert has helped the clients navigate their current financial circumstances while positioning them for long-term success. By prioritising ethical investments and tailored risk strategies, Fogwill & Jones has provided the client with a solid foundation for a sustainable and value-driven financial future.
