Suzanne Esquerdeiro

Surrey

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Having been self-employed for many years, I felt it was time to take better control of planning for my retirement and get on top of my pension affairs. At the same time, I’d received a large inheritance, so I needed expert advice on how to invest this to provide an income in retirement.

I’d also become increasingly concerned about Inheritance Tax and needed advice on how to reduce the liability on my estate for the benefit of my children.

I consider myself a financially confident person and having initially consulted my bank, I felt very insecure about their commitment to me as a client. Simon was recommended by a friend and from our first contact, I knew my finances would be in safe and professional hands. 

I’ve been lucky enough to have had Simon's help and advice for a number of years now. He always takes meticulous care in understanding me as a person and my objectives for my life and money. My investments have performed very well, the tax on my estate has been halved and having a financial plan gives me a feeling of great confidence and reassurance.

I have the utmost trust in Simon, which for me is paramount, and outside of our yearly meetings, I know I can speak to him at any time.

I’ve already recommended Arkenstone Wealth to several friends. Simon asked me only recently if there was any way they could improve their service….my answer was an emphatic “no”!

Timer He always takes meticulous care in understanding me as a person and my objectives. Timer

The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. The Financial Conduct Authority does not regulate Inheritance Tax & Legacy Planning.

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