Andrea Perry

We were introduced to Town Close by good friends, who highly recommended their service.

As a financial planning company, they offered immediate support, information and excellent staff who are approachable, with easy and speedy communication and responses.  We were therefore able to make the decision to retire. What we didn’t envisage was the mental adjustment that we would need for this life changing decision.

Jeremy immediately suggested sessions with Suzan. To be completely honest, we had no clue what these sessions might look like or achieve. But as we trusted Jeremy and his team, we arranged the meetings.

Suzan has proved invaluable during our journey to retirement. She has provided joint sessions as well as one to one sessions with us both, enabling us to speak honestly about our feelings and concerns. She has provided fantastic support. Not only does she have expert knowledge and experience to help us, she also has amazing empathy and has enabled me to consider many issues from a completely different perspective, most of which would never have occurred to me.  This has not only allowed me to think more clearly, it has proved to be a great comfort and support.

Town Close Planning is an amazing company and we both feel extremely privileged to be clients of theirs.

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Andrea Perry
- Town Close Client since 2017