Testimonials

I/We are fully grateful for Richard's recommendations and guidance; with mind boggling tax and investments.  Truly a delightful guy to work with as well!!

I first met Richard when he was working for an International Bank.  I am very pleased, not only with the performance of my portfolio, but with the independent, friendly advice that I receive.  I know that in the event of my death, Richard will take care of my family and continue the great service.  I would strongly recommend his services.

Simon has been working with us since automatic enrolment came into place.  He is very knowledgeable on all aspects of pensions and is able to communicate well with all of our staff.  We feel confident that we are getting the correct advice.  Simon is also my Financial Adviser and has helped me to plan towards my retirement, I would highly recommend his service.

I have been working with Simon for 15 years and I've found his help priceless.  He makes complex things for me very simple and provides outstanding support.  He is also very patient and provides his knowledge and expertise when you need him. He is proactive and he will reach out to you in advance.  I would recommend Simon to everyone who needs professional financial advice.

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.