David Brown

My relationship with Ludlow began in 2008, throughout this time I have been looked after by Jon Whitmarsh.

My work as a leadership consultant had taken me all over the world and since 2008 my business has grown and I have constantly worked.

During my meetings with Jon I talked about my business and personal goals. My ambition was to be able to work fewer days but have income sufficient to meet my outgoings, whilst still enjoying, and maintaining my lifestyle. I was also keen to ensure enough income in retirement in order to continue that lifestyle.

Jon has helped me to create a clear plan and strategy, to grow my portfolio, he understands my risk profile, and that minimising tax is a priority. Working with Jon has given me peace of mind and I believe, through this plan I will be able to achieve my personal and financial goals.

At our review meetings, we look at the portfolio performance, any changes in circumstances and any thoughts on the strategy and plan. Through this, I always feel in control of the decisions, safe in the knowledge and guidance of Jon. Recently as a result of a new lifestyle choice, a change in investment strategy was required and this, because of Ludlow, was an easy, worry free process.

Jon documents everything so it is always easy to look back at the decisions made and the reasons for them.

I have an unquestionable trust in Jon and the team at Ludlow because of their credibility, reliability and because they are always by my side, and are always readily available. So much so, I would consider Jon not only a trusted advisor but a friend.