Ann & Godfrey

Author: Michael

Ann and Godfrey became clients of BpH Wealth in the late 1980s. Michael had previously been financial and pensions adviser to the small publishing firm of which Godfrey was a partner. Michael helped the partners to sell their business and subsequently became adviser to Ann and Godfrey about their personal finances.

“Michael has helped us achieve a wonderful retirement and we have always felt that with BpH we are in safe hands. We have appreciated the discipline of keeping a keen eye on expenditure, while being encouraged to make the most out of the lives we’ve been given. We’ve enjoyed some wonderful foreign holidays, and had some great times sailing around the East Coast of England and its many beautiful rivers and creeks, Swallows and Amazons style.

“Now our sailing days are behind us, and Ann has become less mobile, so we have down-sized to a smaller and easier-to-run home. Michael helped us sort out the practicalities of our new lifestyle and continues to do so, to our considerable relief. We have every confidence in his judgment and advice, which have stood us in good stead in the past. He has an eye for spotting opportunities, often finding them where others can only see problems. Meeting Michael was one of the best things that has happened to us.”