Testimonials
Alison has looked after our finances for a number of years now. She is highly knowledgeable, pro-active in anticipating our needs, and very responsive when we need her. We have always found her to be utterly professional in her approach, and very flexible with her time. We have recommended her to many of our colleagues, and friends, who have all had very positive experiences. Mrs S, Accountant (East Midlands)
The relationship between advisor and client has to be based on trust, that trust comes from the clients belief that the advisor only ever has the clients best interests at heart. This needs to be backed up by professional competence and that the advisor has enough information of the clients personal circumstances to give the correct advice. Alison certainly meets all these competences and that is why Alison has been my only financial advisor for over 10 years. Alison has certainly earned my trust. Mr B (Derbyshire)
We have known Alison for at least 12 years guiding our financial future through our working life to pension life. Her experience is exemplary with good solid advice catering for our individual "money matters". Alison made the "incomprehensible" understandable and navigated us to a financial portfolio facilitating an earlier retirement! Regular catchups to ensure all on course and adjustments if necessary. We have no hesitation in recommending Alison's services to anyone looking at their financial future. Mr & Mrs M, Retired (Leicestershire)
