Endorsements

  • I am writing to you to commend the service that we have received from you. You were recommended to us by a friend last summer, having met with you on a number of occasions since, we have been through a complete and thorough review of our financial portfolio and enacted changes etc according to her recommendations. We had previously been with the same IFA for 15 years and, in contrast to this previous experience, we are delighted with what you are doing for us. One of our big problems before was effective and timely communication. You have completely turned this around and give us exactly what we require. We have already recommended you and will unreservedly tell others who might be interested. We look forward to continuing to work with you over coming years.

  • Excellent service as always from the advisor and your company overall. Thank you!

  • Very helpful personal service. Much better to talk personally than to understand the jargon in written reports

  • Thank you so much for all your hard work.

  • Thank you very much for your advice, support and time. I am most grateful