Who we are

Thank you so much for all your efforts, I’m truly grateful for all the years of support and advice I’ve had from you – don’t know how I would have managed without it! It’s a testament to you that you’re not just interested in the ‘big players’, you take time to look after the little guys too!

Fab service. I was able to retire earlier than I thought after taking financial advice from the team.

Simon and Joe always ensure I understand their advice and are on hand for any questions I may have.

Always good to know that investments are closely tracked and thought put into considering other options on my behalf.

Excellent advice/explanations. Allows us time to think/re-consider our options and make best decisions for ourselve

I have been able to email Rob to get more clarity on some elements as I don’t always completely understand everything. This is reassuring. I am pleased that I have taken his advice.

Ellen has been very helpful providing clear information and being available to meet/discuss as needed.

Kevin has been extremely thorough, helpful and informative.

The service level has been excellent throughout the process. Telephone calls were made exactly on time. Information sent promptly and clear relaxed manner when explaining proposals.