"Being in a high stress job, I've always been keen to retire in a few years' time at the age of 60 yet feared my money wouldn't last me and my family throughout retirement. Carrying out cash flow planning with the team at DAM helped to assure me that my funds will not only last, but that I also have enough to help my daughters out at important milestones in their lives for example, their weddings and first homes"
Gary Miller, Private client
"During my first meeting with Russell I was pleasantly surprised at how much he wanted to find out about me - my life, my family and my aspirations for retirement. In doing so he's not only helped to maximise my savings but also ensure myself and my partner can afford the lifestyle we want at retirement, making the most of our golden years together".
Pat Sinclair, Private client
"As more and more medical report suggest we could be living well into our 90s, I was concerned my money wouldn't last the lifestyle I've grown accustomed to. Having David and Russell carry out cash flow planning for my family has helped to ensure my funds are all well invested to not only last us through retirement, but allow us to make the most of it. They even took into account my plans for a trip to Japan for the Rugby World Cup. Knowing DAM are there to look after my funds, and meet with me regularly to accommodate any lifestyle or investment changes has helped to ease my stress and set me up for an enjoyable retirement."
Kevin Greenwood, Private client