We’ve recently sold our business- after 15 long years – and retired .Craig worked seamlessly with our accountant at HQB ( James) to achieve our desired outcome of organising our finances to support the lifestyle we chose and to hopefully make our limited pot last! We were particularly impressed with Craig’s very personal and considered consultation approach, as well as his often reiterated mantra that it “ is our money and our choice”. Detailed explanations were given for every step suggested by him and for every he decision made. Continued regular communication and updates from HQBFS and Craig’s availability since have reassured us that we definitely made the right choice.

Chris and Bill