I was introduced to Claire and Jonathan by a friend (personal recommendation is always the best for me). After inheriting some money and finding myself on my own I had absolutely no idea what to do. I had an initial online meeting where I explained my situation and finances and met up with Claire soon after to make a plan. Well, Claire made the plan and talked me through it.

Having confidence in my decisions......

My big fear is always that I will run out of money, and I had no trust that the future would be safe for me. Claire patiently talked me through my finance, my options and went to great lengths to put my mind at rest. I trust her and now feel much less anxious about it all. I’m also really relieved that someone else is handling my finances for me, otherwise the money would be still sitting in scattered bank accounts, losing value as inflation rises!

What I really appreciate about Belmore FP is that my concerns are treated respectfully, and I never feel that I can’t ask the same question numerous times to gain clarity. It is as important to Claire as it is to me that I am happy and confident with the financial decisions being made.