As you can imagine, over the 18 years I’ve been with Neil we’ve had a number of issues, most notably, initially, sorting our savings plans out. Then dealing with Inheritance Tax planning.

The feeling that the cash flow forecast gave to us was one of assurance that we would have enough money to be able to do the things that we wanted to do, not only today but going forward. I think we’ve been doing these cash flow forecasts for about four or five years and as we’ve grown to use them, we’ve become much more comfortable, with the assurance that we’re able to live our lives the way that we want to.

I think one of the things that Neil was able to bring via the cash flow forecast, but just in general as a financial adviser, was that in the past we had used other financial advisors, and we hadn’t trusted them perhaps to the level that we wanted to. The fact that we’ve been with Neil for 18 years or so, is, I think, tantamount to being able to say that we trust him. We’re able to do everything that he promised that we’d be able to do and he’s actually delivered and we’re much more comfortable with him as a financial adviser. We’re very happy with the service that Alexandra’s Financial Management has provided us with over the years.

The three words I would use for Neil are; trust, he’s completely trustworthy. The second one is efficient. And the final word, albeit not a word, is that he has managed to maximise our savings to a far greater level than we ever anticipated.

I think that the benefit of the financial plan was that it was able to give us that peace of mind that we would have enough to live at the level that we want it to be able to live at.

I think one of the notable aspects of not only Neil but the people within his organisation and the administration team is that it is very, very efficient in terms of if you ever want anything, they are very good at getting back to you in a very timely fashion.