Dave Johnston

I’m Dave, I’ve been a client of Dan Britton at Blue Wealth for five years now.

I was 59, and I did my calculations and thought, I think I’ve got enough money to be able to retire, but I had pensions tied up in funds that required financial advice to release them. So, I had to look for a financial adviser.

I looked on the internet for a local financial adviser, I looked at the reviews associated with each of the financial advisers and the proximity to where I lived.

One of the reasons I quit work was that it was getting in the way of travelling and other things that I wanted to do. I didn’t want to be in a position where I would have to spend time just looking after my money. I wanted someone else to do that for me.

If I wasn’t working with Blue Wealth, I would be spending a lot of time worrying about whether I was doing the right things with my money. Whether I was invested in the right things, I would be spending more time worrying about it.

Three words I would use to describe Blue Wealth would be approachable, professional and reliable.

I feel confident I can leave Blue Wealth to get on with it. I can go and enjoy travelling and my life without worrying about money on a day-to-day basis.

I would recommend Blue Wealth. They are friendly, they are open, and they are knowledgeable.

I can travel and enjoy my life without worrying about my money