Plan for Retirement Geoff Harper Plan for Retirement Geoff Harper

Robert

“A friend recommended the Money Partnership when my wife and I sold our business and retired in January 2023. We needed professional advice to manage our tax and pension affairs to avoid the tank traps that you can inadvertently drive into in the fog of complex regulations and legislation. My friend is still on my Christmas Card list as Geraint, the owner of this firm, and his team are as professional a group of advisors as I have met in my 40+ years of experience in business management. They are competent, knowledgeable, responsive and transparent and I recommend them most highly.”

Robert

“A friend recommended the Money Partnership when my wife and I sold our business and retired in January 2023. We needed professional advice to manage our tax and pension affairs to avoid the tank traps that you can inadvertently drive into in the fog of complex regulations and legislation. My friend is still on my Christmas Card list as Geraint, the owner of this firm, and his team are as professional a group of advisors as I have met in my 40+ years of experience in business management. They are competent, knowledgeable, responsive and transparent and I recommend them most highly.”

Robert

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