GBJ, Angus

GBJ, Angus

Private Client, Wealth Planning

I was introduced to Barry Davidson by my solicitor within Thorntons Law when I retired. My priority was to make sure that the capital I had accumulated would be sufficient to allow me to move home and continue with my current standard of living.

When Barry & I first met he explained all about the Wealth Planning services Thorntons provide to their clients as well as giving me a clear indication of the costs that would be involved. Once I made the decision to take financial advice from Thorntons, he reviewed my existing pensions and investments and considered how these, along with my new capital would help meet my needs. We discussed investments in general, how different types of investment worked and considered my attitude to investment risk as well as my ability to accept fluctuations in the value of my investments.

After considering these factors Barry recommended a series of investments which will allow me to take a tax efficient income in the future as well as hopefully accumulate over the years which means I can keep the same standard of living.

Barry & I meet at least twice a year to review my needs and make sure that my investments are still suitable. I know that at the same time I can speak to my solicitor and like the idea that both of my advisers are under the same roof and can work closely together.