Louise Oliver – A Personal View
381 Views • 4 months ago
Innes was referred to Piercefield Oliver when she was going through a particularly difficult time in her life. She was feeling fearful and uncertain about her future. The first step was to re-assure Innes that we could work together to take away her fear and create a plan for her.
Together Innes and I decided what was important, how much income she required to maintain a good quality of life and also how she could continue to achieve her life goals. I was able to show Innes how she could achieve this practically and we mapped out a workable financial plan for her.
Of course, life changes and evolves as it did with Innes, for the better, and she is now living a life she loves and feels in control and reassured that we have her best interests at heart and financial plans in hand.