I have known Mike Petrie for a long time, he arranged my first mortgage way back in 1987 but I had never used Mike’s services as a financial adviser until I had a query about pensions in 2005. Mike invited me to become a customer of his and he was then able to advise me as to the best choice I had with the options available.
I can tell you it was the best advice I have been given. By then I was 55 years old and working as a engineer. Mike asked me what my goals were for the future and I replied, to retire early with my health intact and never having to worry about paying my way.
Very achievable said Mike, then, through a series of tweaks with my savings I was able to pay off my mortgage early and start a investment program that would give me financial security into my old age. Through carful cajoling and encouragement, my attitude to saving and spending were tamed. At the age of 61, two years ago, I was able to take early retirement, my bank balance is healthy, my investments are well into profit and my wife and myself are enjoying our retirement together.
I owe all of this to Mike Petrie and his dedicated team, I will never be a millionaire but I will never worry about paying the bills or wondering if I can afford that special holiday.