Client stories

Our clients have been kind enough to share how working with Red Circle has changed their lives for the better.

We hope their stories inspire you.

"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do." - Mark Twain

Chris and Linda, Leicestershire

Clients since July 2015

Being an accountant, there was always the temptation to think I knew all about my finances. But the reality is, as with many things in life, I needed proper advice!

Personal finances are not straightforward, and I needed expert help to look at my cash flows and work out how to fund the lifestyle I want. Additionally, I needed advice to ensure my funds are well invested, with returns carefully matched to the risks, all at a management cost which is value-for-money.

The initial output was a long-range, detailed financial plan, which we now update regularly, so that I know exactly where I stand. This plan gives me the confidence to only work part-time, in the knowledge that my finances will be sufficient to sustain my lifestyle. I’ve used the additional time to do lots of things, at an age when I can really enjoy being highly active.

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