Sally Scott Case Study

Client Story - Sally Scott

When Sally Scott* was looking for a new financial adviser, a friend recommended Belmore Financial Planning.

Where it began

At the first meeting with Joe and Claire in 2019, Sally was impressed with the company’s holistic approach.

 

She explains: “The meeting wasn’t only focused on money. They wanted to get to know me as a person, how I looked at my finances and what my future plans were.”

 

Sally wasn’t happy with her existing pension because the funds were expensive and the company didn’t provide any advice.

 

Claire explains: “Sally is never far from a spreadsheet! She was squirrelling money away but could see that her savings weren’t doing anything. Instead of a piecemeal approach, she needed a proper financial plan.”

 

Claire consolidated Sally’s pension pots, invested her savings, and set her on her way.

 

“We provided the reassurance that what Sally has got will give her the lifestyle she wants when she comes to retire,” said Claire.

 

“I saw a return quite quickly which surprised me,” Sally said. “At the time, we were pre-Brexit so there were fluctuations in the markets. Then COVID hit but I still had a healthy return.”

 

As the world reacted to Brexit and the pandemic, Claire kept Sally up to date with a monthly newsletter and regular contact.

“The newsletters are stuffed with ‘don’t panic, we are aware of the markets’ and ‘we have your back’,” Sally says. “I did find this advice to be the case.”

Fast forward to today

With children at university and a house on the market, Sally found Belmore supportive when she needed some instant liquidity.


“Everything Claire said she was going to do, she did within the time frame,” Sally explains, “It’s a really high level of service.”

Sally added: “She asks about my children, knows their names, when they are completing university and when my financial requirements will change. It’s a personalised approach.”

 

Although she has multiple degrees, speaks three languages and is at the top of her career, Sally says she knew she needed a professional to support her with financial decisions.

 

“What I want is my money to grow but I don’t personally have the skill set, will or energy to do that. I needed someone who has that skill set, is trustworthy and who will make my savings work for me. Belmore financial planners are top of their game and I am really impressed with the growth in this incredibly volatile financial world", explains Sally.

Sally’s advice to you…

"If you are thinking about working with a financial adviser, I would say do it! The banks offer 1.6% which isn’t even meeting the cost of living. My son is finishing his master’s degree this year and my Christmas gift to him is to set him up with Belmore. Having him start his financial planning now, from day one, is the best investment in his future. I couldn’t give him a better gift."

* The client asked us to keep her identity private so this is not her real name

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