We first approached James Wortley of Enlightened Financial Solutions (previously Magnitude) several years ago for financial advice, as we were approaching retirement and had no idea what was needed to set in place a retirement plan.
Prior to seeing James, we had consulted with the bank and attended retirement seminars, and always had come away feeling depressed, thinking we could never afford to retire at all.
We found James and also his amazing staff extremely helpful with advice and service.
Consequently, he set things in place for us, so we could then begin to think about retirement. We followed his advice and suggestions for the next couple of years and were put in a much better financial position for our retirement. His advice was always explained in a manner in which we could understand. He knew we were quite conservative and did not put pressure on us to take on anything that we disagreed with.
We know that he is the expert and we put our faith in his judgment and have to say that in our opinion he did not let us down in any way.
We are now retired and, due to our trust in him and his firm, we would not have been able to get ourselves in the same financial position as we are at present.
Of course, in addition to us feeling a little more secure about our future, his continued support with dealing with our affairs makes our retirement more enjoyable.
With thanks and best wishes to him and his staff,