Simon & Rachel Healy
Transcript
Simon
Hello, I’m Simon Healy, and this is my wife, Rachel Healy. We’ve been clients of Ernest Grant for about 18 months, but actually worked with our adviser, Richard Hall, for quite a few years longer than that.
Rachel
We initially got in touch with Richard because we were thinking more about our future and how we needed to invest and feel secure by getting some longer-term plans in place. We’d received a lump sum of money, and we were looking for some advice on how best to manage it.
Simon
One of the main challenges we had when we first started talking with Richard was making sense of our own thoughts and managing the various conflicts that sat within that in terms of being able to visualise our future and what we wanted, and then from there, working out what we would need to do financially to achieve it.
Rachel
We had Richard recommended to us through some friends, and it made sense for us to use somebody who was already trusted by people whom we trust.
Simon
Richard has shown a number of key strengths, but one of the things that stands out the most about why we’re comfortable with him, and the reason we chose to go with him, is his ability to engage at a really personal level. He understands and empathises with where we are and helps demystify quite technical and complex topics; he just makes it really easy to understand, which is great.
Rachel
In three words, I’d describe Richard as being very warm, friendly, and understandable.
Simon
Over the years, Richard has helped us in a number of ways. Firstly, with setting out a longer-term goal, vision, and strategy that aligns with our risk appetite. As we’ve had lump sums that have come along, he’s worked out ways to introduce them into our portfolio in the most effective way. He’s also helped on a number of occasions where market events have sort of given me a wobble – not least recently with the Trump tariffs – and he’s helped reassure, advise, and keep me calm about the best way to manage the portfolio in those circumstances.
Rachel
One of the best things about working with Richard and the team is their efficiency. Everything feels like it’s well in hand, we have a really good view of when things are going to happen, and things happen on time.
Simon
How I feel about my financial future has been quite interesting because, firstly, I feel more engaged with it. Secondly, I’ve got a clearer view as to what it needs to look like and how much it’s going to cost to fund the lifestyle that we want in the future. And then thirdly, I feel confident that we’re on the right path to achieving that future.
Rachel
I would and have recommended both Richard and the team at Ernest Grant for financial advice. They are great to work with, really easy to understand, friendly, and they hold your hand through the process.
What our clients say
Our success is measured by the happiness of the individuals we support. Hear directly from the clients and families who have placed their trust in Ernest Grant.
Richard & Sam Kennerley
Their storyIan & Beverly Elliot
Their storySimon Parker
Simon's storyGuy Waterman
Guy's storySimon & Rachel Healy
Their storyStuart & Gemma Thorp
Their storyBy us, for you
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