Bruce and Catherine

Bruce:
Hi, I’m Bruce, this is my wife, Catherine. We’ve been clients of Nick Aston at Prosser Knowles for just over three and a half years.

Catherine:
We got in touch with Prosser Knowles because we wanted help looking at our pensions and savings to see if it would be possible for us to retire early or not.

Bruce:
They’ve been fantastic. As soon as we met up with Nick Aston and the Prosser Knowles team, they listened to what our ideas were, what our aspirations are for the future, what plans we had for retirement, what plans we would like, not just for us as a couple, for our family as well. They gave us some great options and some ideas and very clearly explained what plan we would need to put in place, what the different stages were. It was a very nice process and a very clear process. We were very pleased with our first meeting with Prosser Knowles.

Catherine:
I always felt at ease, and I didn’t feel worried about asking any questions if I didn’t understand what advice was being given. It’s always been a good experience.

Bruce:
The process that Prosser Knowles took us through to establish we could retire early was, first of all, an initial meeting with Catherine and myself, to establish what previous pensions we had paid into. From that, they got initial valuations and then they talked us through what will be the different stages ahead, what we would need to do to plan out our early retirement. From day one, it was very clearly explained what we needed to do. It was a very good process.

Catherine:
When the plan at Prosser Knowles proved that we could retire early, I felt really relieved. It was great that we’re going to be able to retire and start a new chapter in our life.

Bruce:
Since we’ve retired, I have to say it’s been a life-changing moment, really. We are certainly the happiest we’ve ever been in our lives, really enjoying life. Really good, positive force about the future. Now it’s giving us more time to pursue some of our hobbies. Since retiring, we’ve both bought some mountain bikes and we’re doing a lot of cycling. We’re both doing a lot more walking. I’m allowed to play a lot more golf during the week, which is fantastic. Also, we want to do a lot of travelling, which has been one of our dreams to travel to different countries around the world, which we’ve never seen before. We’re both really, really excited about the future.

Catherine:
Working with Prosser Knowles has made it possible for us to retire early. There’s no way that we would have been able to do this without their advice. It wouldn’t have been possible with the pensions we had to do that. We’re very grateful for them, for what they’ve done.

Bruce:
Three words I would use to describe Prosser Knowles, first of all, professional and if I can add to that, they always come to meetings, very well prepared. The second word I would use would be friendly. I don’t just mean Nick Aston and his financial advising team, I also mean all the people we’ve spoken to in the office, on phone calls and have met, they’ve all been exceptionally friendly. The third word I would use would be supportive. When we’ve given Nick and Prosser Knowles ideas of what we want to do for the future, they’ve been really supportive of those plans. It’s been absolutely super.

Catherine:
I’d say the best thing about working with Nick Aston at Prosser Knowles is I’ve always felt at ease talking to him right from the word go, right from the first meeting with him. I’ve always left meetings, feeling satisfied and knowing what the plan is for the future.

Bruce:
The support team at Prosser Knowles isn’t all about the financial adviser, Nick Aston coming to visit us. It’s there’s a whole team behind him based at several offices. Everybody in that team who has spoken to Catherine and I, either on the phone or in person, has been absolutely superb. Very efficient and when they’ve said they’re going to call you or contact you they do, that’s quite refreshing in this day and age. We’ve had a really good experience with the whole team at Prosser Knowles.

Bruce & Catherine:
Would you recommend Prosser Knowles to anybody else? Yes, definitely we would, and we already have done to our family and friends and that shows how much trust we have in them.