Ceri has been central to helping us build a clear financial plan for our family. She has given us clarity, security and achievable goals – we now have a vision for our financial future. Ceri makes financial thinking straightforward (and fun)! It’s such a relief to know that she has a central view on our family’s financial position and can help us make decisions to ensure our security.

Before working with Phil and the team at NOW my financial planning strategy had been largely based around a hope that the decisions I was taking would deliver the desired results. Now I have near certainty that all of life’s big events are fully achievable and that the plans we put in place just a few years ago will deliver on the goals I set back then.

I was introduced to Karen, a mortgage adviser, who helped me secure a mortgage on my family home following my divorce. Karen was supportive and professional. We talked about my long term plans and the fact I would be selling my house once my daughter finished her A-levels. Once I sold my property, Karen introduced me to Adam a financial advisor, together they both helped me plan for my future.