KAREN & RICHARD

Karen and Richard live in Horsham, West Sussex.

They own and run a successful graphic design and branding agency, with Richard being the head of graphic design and Karen handling the project management and marketing side.

They are due to marry in September 2021 and their life ambition is to travel the world and see as much of it as possible now, rather than waiting for retirement.

Why did you start working with Global Financial?

We started working with Global Financial as we wanted to work with a Lifestyle Financial Planner that understood the things that were important to us in life. We know Geoff through a local business networking group and were impressed with his approach to Financial Planning and his knowledge and passion for the human side of things.

How did Global Financial help you?

Global Financial helped us to map out our life plan and advised how best to achieve our financial goals to fulfil this.

What makes them different?

What makes them different is the hands-on personal approach and you feel like you are in safe hands, rather than just being sold the latest financial product.

What has been the main advantage of working with Global Financial?

The main advantage of working with Global Financial has been getting real clarity on the things that are important to us and how best to financially achieve these. This felt very personalised and tailored to our specific needs.

What advice would you give to a new client considering partnering with Global Financial?

My advice to anyone thinking of considering partnering with Global Financial is to just do it. They genuinely care about their clients and will hold your hand through the complex world of financial planning.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.

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