David Harris Case Study

Client Story - David Harris

Jonathan Mapp has been our financial advisor for 25 years.

Where it began

We met Jonathan some 25 years ago when a friend recommended the practise he was working at in Shrewsbury. We were at that stage of our lives when we were both retiring from many years in the medical profession. Jonathan started by simplifying all our investments, savings and pension and has continued to look after these ever since.

Fast forward to today...

Through the financial planning meetings over the years we have been able to make considerable inheritance tax savings for our estate and ensure that our children and grandchildren benefit from our estate in the future.


Over that time, Jonathan has visited us regularly to review and advise, and arranged legal help when needed. Over the last 25 years he has become a firm family friend, and we have got to know his family as well.

David's advice to you…

"We are cautious about money, but I always feel much more confident after Jonathan’s visits. He continuously encourages us to spend more or make gifts to our family. I have complete trust in his integrity."

Your journey starts by contacting us for a free no obligation chat  to see if what we offer is right for you.

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