I knew the theory, but needed help putting a proper structure around my own finances.
Brian and Beverley
They’ve helped us build a position where we know our family will be okay.
Brian
Hi, I’m Brian Dean. I’ve been with Qi for 50 years. I have my wife, Beverley on my right-hand side, and we’re currently looked after by Paul Annys.
I started with Qi primarily because one of the original Qi staff members came to my business. I was a young professional retail manager at that time, and he highlighted the need for future financial planning. I thought that was reasonable and consequently developed a relationship with Qi Financial Solutions.
Beverley
11 years ago, I gave up my retail shop, which meant I was at home all the time. I’ve only been involved since I left my business premises and started to work from home.
Brian
I chose Qi Financial Solutions primarily because I trusted them. I’ve built a relationship with them over 50 years, and throughout that period, that trust has paid dividends with sound advice. You create a relationship, which is important, particularly with the variety of financial information that you get bombarded with. So that’s why I chose them, because I could trust them, and they delivered on what they said.
Beverley
Since we’ve had Paul as our planner, he has come to the house, we’ve sat around the kitchen table, and he has a coffee. It feels more like he’s a friend when he’s here, but he knows his stuff, and he explains it so well for me in much better terms that I can understand.
Brian
Although I might not look it, I am older than my wife by some considerable years. I have a daughter who wants to get married, and with all the expenses that will bring, Qi has guided my finances to be able to cope with those financial strains that are coming and leave me in a comfortable position to think that when my time comes, I will leave my family secure.
Beverley
I look forward to Paul visiting the house because we sit and chat, and he tells us about his boys and family life. I feel he’s got our best interests at heart, totally. So I enjoy working with Paul, and I’m sure that he’s giving us the best advice.
Brian
Yes, I would recommend Qi to anybody, as I think I may have said at the beginning of this interview, that I trust them, and you can’t beat trust! Backed up by the fact that they deliver on whatever they say, and I’m here today in a secure situation because of that. I would have no compunction in saying to anybody, go for it!
Hear from our other clients
When we retired, we needed help managing everything; now we can just get on with life.
I knew the theory, but needed help putting a proper structure around my own finances.
When we retired, we needed help managing everything; now we can just get on with life.
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