Client Testimonials

Mr & Mrs M from Chester

Mr & Mrs M were only five years from retirement when they met Cambrian. They ran their own business but they still had a mortgage that operated on the interest-only basis and minimal retirement provision. We changed their Lender to take advantage of a more competitive interest rate and recommended a repayment mortgage.

Their debt reduced rapidly and they were able to repay it when they retired. We also advised them as to how much they each could make in the way of pension contributions to maximise the tax relief that they would receive. In this, we consulted regularly with their Accountants. By the time they reached retirement age they had repaid their mortgage and accumulated sufficient capital and income to be able to enjoy a comfortable retirement.

Testimonial

We wish we had met Cambrian years ago. If somebody had nagged us into making suitable mortgage arrangements and sufficient pension contributions earlier on, we could possibly have retired earlier. As it was, their help was invaluable and we are now enjoying a comfortable retirement with our mortgage repaid and sufficient capital and income for our needs. We calculate that we have saved tens of thousands of pounds in tax as a result of their advice.