Press – Yorkshire Business Insider

CaptureGreat to see Andrew appearing in this weeks Yorkshire Business Insider magazine where he had the opportunity to grab the headlines with one of our financial planning mantras.

Most of our clients are familiar with our obsession of helping our clients live the most successful lives they can and not just in the material sense.  We often refer to the nirvana of financial planning being to ‘make the cheque to the undertaker bounce’ as this means that our clients, with our help, have been really successful in translating their material success into true success.

Whilst I would certainly agree with Andrew’s sentiment, I am not sure he would necessarily advocate the first port of call being the local Aston Martin garage, although we do have one or two petrol heads as clients!

Have you thought about how to get the most from your wealth, or what true success looks like for you?  We have a depth of experience in helping to answer these tricky questions and would love to hear from you.  Why not get in touch?

matt@bdbfinancial.com

 

Posted by:
BDB Financial

Published:
November 11th, 2015

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