We worked with Antonio from Planning Box to set out and implement our retirement. The guidance and advice provide by Antonio is exemplary.

The plan he recommended was well thought out and he was more than happy to work with our accountant to ensure the strategy was suited to our current circumstances, but flexible enough to meet our future financial needs, in addition to ensuring each part of the plan was well articulated and understood.

On a final note - We have entrusted out finances with Will and the team at Mortgage Box for approximately 20 years; now we have worked with Planning Box (Antonio) to implement the next phase of our financial journey - retirement.
Highly recommend the service of Planning Box and Antonio specifically.
Thanks and Regards
Mark