Mr & Mrs Patrick

Cassy:

Hi, my name is Cassy Patrick. This is my husband, Steve. We’ve been with Calton Wealth now for nearly three years, and our adviser is Tom Ham.

Steve:

We got in touch with Calton Wealth through a recommendation from my cousin, who was dealing with Tom. We were nearing retirement, and we needed to understand how we could best use our pension funds to support our future and what we wanted to do with them going forward.

Cassy:

When we met Tom, we really liked him straight away. We trusted him 100%, which I think is incredibly important, and he just fitted around what we wanted to do.

Steve:

Three words we would use to describe Calton Wealth and Tom are: professional, honest, and excellent.

Cassy:

Working with Tom at Calton Wealth just makes things really easy for us. It means you don’t have to worry about money. He just sorts everything out. It makes life just exactly what we wanted it to be in retirement, just without any worries or concerns. Yes, it’s worked out really well.

Steve:

Working with Calton Wealth provides us with confidence in our future for hopefully many years to come, and it’s enabling us to do the things that we always dreamed about doing in retirement, including the most important thing, which was finding a home that we thought may have been beyond us, but Tom gave us the confidence and showed us how we could afford it, and so it’s just been fantastic.

Cassy:

Yes, I’d highly recommend Tom. We recommend him to all our friends and family as well, because he’s done so much for us. It’s given us such confidence in our future. We trust him 100%, which is so important. And he’s given us our future completely. So yes, we would recommend him very highly.