Diana has been an investment client since 1996.
Having lost her husband, Diana was introduced to me by her building society. In receipt of his life assurances and pension, she needed advice on how to invest and plan for her future.
I provided full advice, recommending various PEPs and investment bonds, later converting these to ISAs. Diana later added to her ISA after taking tax-free cash from both work and private pensions.
She is now enjoying strong growth with the ability to take lump-sum withdrawals from time to time.
“I was introduced to Peter 20 years ago, just after I was widowed, and I found myself with a substantial amount of money to invest in my future. Discussions took place about the amount of risk I was prepared to take with my investments – always explained in terms I could understand.
I now find the savings made over the years keep a roof over my head and afford me a lovely lifestyle, particularly now that I have retired. Peter is an expert in the financial field; trustworthy and will not let you down.”
Diana Hancox, Investing Ideas client since 1996
