Advice stories

At 56, Robyn is financially secure. Here’s how she got there, with the help of one adviser for the past 14 years

When it comes to financial planning, the Jacksons involve the whole of their family in decisions

Although initially sceptical, finding the right expert gave ex-RAF man Martin Hewitt peace of mind

Find out how Robert achieved financial freedom thanks to a comprehensive chat with an adviser

Deb and Lyn devised a plan to achieve their early retirement dream - here’s how

How the right financial advice gave one married couple options they never thought would be possible

Registered nurse Hayley McArthur says she would never have achieved her dream of home ownership without financial advice.

Speaking to a financial adviser helped Govind Shahi plan for his financial future.

A new house and security for their children… Seeking advice was a win-win, say this couple

Adviser tips

Tom Morris is a director and chartered financial planner at Ovation Finance. He co-founded the Initiative for Financial Wellbeing.

David Squire is head of advice at Armstrong Watson Financial Planning & Wealth Management