Steven Coles

Principal @Operii Financial Planning Llp

Bristol, GB

Steven’s advice increased my capital goal from £100k to £1M.He explained why I was paying 60% tax on of my income.He showed me investing a year to my pension would save me the tax and my net income stayed the same”:“In two very simple ways using a trust Steven helped me to save income tax and increased my capital by Working closely with my accountant and solicitor he explained complicated issues in a straightforward way”:\"I was 35 when we met and I like goals. I wanted a capital value of £1M each for my wife and I. Instead of talking about putting money into a pension for 30 years he said “do this for the next 5 years, let tax relief and investment growth do the rest and you get what you want. And that’s exactly what happened”.