As we were approaching retirement, my wife and I reviewed all information available regarding pensions and financial advice. It was clear we needed an independent financial adviser to steer us towards the right investment package to provide financial security in our later years.

I spoke to a number of advisers, including the father of Greg Cooke who was also a financial adviser. A friend of mine was using Greg’s father’s partnership, and due to one of the partners being unavailable he gave me Greg’s contact details.

At our initial meeting, we informed Greg of our financial goals. On reviewing our completed risk questionnaire, he provided us with a number of investment options and a clear understanding about them.

The most important benefit we’ve gained from using Polaris Wealth Management is trust. This has been achieved through advice in choosing the right investment plans and growth that fits our needs.

We’ve been using Polaris Wealth Management for six years now and we’ve seen steady growth in our investments. We’re confident we’ll now be financially stable well into our old age.