Gerry and Annette

‘This was a truly liberating experience and at the end I was able to make decisions, both financial and life style, based on a clear understanding of my financial situation and realistic aspirations.’

My name is Gerry and I am a retired Army Officer having left the Services in 2015 after a full career. My wife and I retained Jeremy Deedes in 2015 to help us make sense of our finances and to be able to decide whether I needed to start a second career or retire early.

At this time my two children had just finished their studies and were starting work in London and I wanted to be able to support them in the initial stages yet still have enough money for our own life and enjoyment.

Jeremy is unlike any other financial adviser I have met before. He explained the planning process, which concentrated more on me, my values and personal goals rather than simply the investment of money. I was particularly impressed with the software he used which took all my expenses, income and savings and turned them into a lifetime cash flow model. It was easy to use and allowed me to make adjustments in my expenditure and large one off expenses such as weddings and renovation projects. At the click of a button I was able to see how any changes would affect the medium and long term forecast hence allowing me to plan and adjust accordingly.

This was a truly liberating experience and at the end I was able to make decisions, both financial and life style, based on a clear understanding of my financial situation and realistic aspirations. Jeremy’s advice gave me the knowledge and confidence to take the necessary steps forward to use my resources and time to get the best out of my retirement.

The one thing that made the whole experience work for me was Jeremy. He is clearly an expert in his field with a lifetime of experience but more than that, his overriding motivation was to help my wife and I achieve the financial understanding and freedom he speaks so passionately about. He has a calm, engaging personality and a positive and realistic grasp of financial and life issues. After each meeting I felt more empowered and confident with the direction I was taking. Time with Jeremy is always time well spent.