I was introduced to Bourlet Consulting by my solicitor at a stage in my career when I was working abroad. As part of my employment contract some decisions needed to be taken about my long term saving arrangements and he recommended Roger as an expert in the field.
Getting things right from a technical perspective was of particular importance. With the taxation position not being straightforward, I had to be confident the person providing the financial advice for myself and my family knew exactly what they were doing.
Some ideas around lifestyle, my career and where the family might eventually be based were formulating but had not been finalised. Circumstantially our situation was quite fluid.
Why choose Bourlet Consulting?
The first time I met Roger we followed a simple agenda so I could let him know of my own and the family’s plans for the future. We set some broad objectives and ironically these targets were set to the year 2010. It all seemed very logical as a process and he explained clearly the basis of the recommendations and how they were set up to meet our objectives together with the costs and charges.
After the meeting I felt that Roger had understood what we wanted to achieve and importantly, that he had listened. This turned out to be the case as when we met a second time, the meeting accurately followed on from the first. There was detail in his thoughts and it showed the level of careful consideration he had taken on our behalf.
When you meet someone you get an instinctive feeling whether they are authentic or not and I believed that Roger was.
“The simplification of our complex position has been a particular comfort together with the detailed analysis of our overall financial position. My career has developed, I have moved back to the UK and the two girls have moved away. To reflect these key changes in personal circumstances, our plans have been reshaped and successfully recalibrated to reflect our current thinking and our assets have grown commensurately over time.
That initial view to trust in Roger has been borne out in the meetings over the years since.”