We have built a really friendly but serious relationship that has covered every aspect of my financial situation. It’s been an interesting and sometimes difficult few years. We’ve discussed and made plans on so many different things, including pension plans, retirement, property investments and sales, CGT, IHT, and trusts. He’s also mentored me on how to financially prepare my daughter following her marriage breakdown. He has been there throughout the best and worst of my life always helping with sincere and considered advice.