James & Michelle

Showing James & Michelle how financial planning should be.

Andrew

Helping Andrew put his affairs in order.

Christian & Cordula

Giving Christian & Cordula valuable advice instead of selling products

Danny

Making sure Danny doesn't have to worry about his financial future.

Deborah

Making pensions fun for Deborah.

What our clients say?

Our clients are delighted with the service we provide. A recent survey revealed that:

100%

100% of clients would recommend us to their friends and family

97%

97.5% of clients were also very satisfied with the quality of response from their adviser, with the remainder answering mostly satisfied

100%

100% of clients believe that working with us has helped or will help to achieve their financial goals

92%

92.31% of clients said they felt either considerably or somewhat reassured as a result of our communications during the pandemic.

100%

100% of clients were very satisfied with the timeliness of response from their adviser

Inheritance Tax mitigation – Thomas

Thomas had just turned 76 when he decided he wanted to seek help in mitigating the Inheritance Tax liability on his estate.

Recently divorced – Helen

Helen had received a substantial divorce settlement and was looking for an adviser she could connect with and trust.

Cohesive financial planning – James

James had invested in a number of financial products, but there hadn’t been a cohesive approach to his financial planning.

Mortgage for a young family – Joe and Sarah

Married couple Joe and Sarah had decided to buy a house together and were looking for help with their mortgage.

Improving investment returns – Daniel

Daniel was looking to improve his investment returns in order to increase the size of his pension savings.

At an employment crossroads – David

52-year-old David believed he might have a claim for constructive dismissal and was looking for guidance.

What do our clients say?