I needed to change my mortgage and to discuss savings and investments for my children’s futures. Since then I have made contact with the adviser over the years to advise on all financial matters including how to manage my redundancy payment to achieve the best returns in the future.

The advisor assessed my current financial situation , my attitude to risk and security and devised the best plan for me and my family currently and for the future.

I am extremely happy with the outcome ..The advisor was very easy to deal with and I continued to stay with them.

5/5

12 years ago, our money was invested in shares which wasn’t giving us the returns we were hoping for. The adviser understood what we were looking for. He explained the products and options in a way we understood and we felt confident that we had chosen well.

We have been very happy with the advice that we were given.

He was open and transparent and always available to answer any worries or concerns, which through his help have been very few.

5/5

The adviser gave us advice and handled the required paperwork, the most important aspect of his advice was that I felt he understood my situation, he listened and asked sensible questions. He has an impressive gravitas which is matched by the quality of his advice.

I am clear about his recommendations and feel they are best suited to me and my needs. I just feel that it is early to say any more. His advice is thought through and consistent, his explanations are clear and I appreciate his feedback and value his opinion. 

5/5