Work to Live Financial Planning

My wife & I contacted Ian to help us look at the best plan for our retirement & pensions. The knowledge and expertise from Ian was superb and once the meeting was over, he got straight on with it. We have had numerous conversations with Ian since and nothing is too much trouble. He has arranged all the transfers from previous pensions and made sure the life insurance was exactly what we needed. Ian really did make the process simple and smooth. I would have no hesitation in recommending him to any of my connections.
Jan 25th, 2023

Great service, Ian really understood our objectives and what we as a family were trying to achieve. He then helped us put a plan in place aligned to our goals and sorted everything we needed policy wise. Would highly recommend.
Jan 24th, 2023

Work to Live Financial Planning has helped my clients with practical, efficient advice to help them plan for the future - Ian takes into consideration their plans for the future to ensure that are setting themselves up correctly - highly recommended.
Jan 22nd, 2023

My partner and I started working with Ian 2 years ago as we wanted to put a plan in place which would allow us to retire as early as possible without reducing our quality of life. Ian helped us to review our income and expenditure, consolidate pensions, reduce the mortgage payment and duration, assess and update life and income protection and establish regular pension contributions in support of our goals. He did all of this with humour and a smile, he is a joy to work with and he really knows his stuff!
Jan 12th, 2023

I can highly recommend Ian and his services. He met with us to discuss our financial plan in a relaxed and personable way, whilst maintaining high professional standards. A great combination. Ian helped us to broaden our thinking on our financial plan, what that may look like, what could be possible and how to make that a reality. This was backed by credible experience and tools/data to assist. Ian is great at what he does - we highly recommend his business services and look forward to working with him throughout our journey.
May 11th, 2022