We needed a Financial Advisor, someone we could trust to manage our finances and show us how to provide for our children and grandchildren. We’d been let down once before and were concerned whether we would be able to find anyone
We needn’t have worried! Jane arrived and was so easy to talk to and has such a friendly personality that talking to her was so easy and relaxed. She listened to our needs, discussed possible options and made suggestions before coming up with a plan that has exceeded our expectations. Years of professional experience in banking and finance means she has the intricacies of tax and investment law at her fingertips.
Jane’s management and expertise has produced very considerable profits for us and assured our children and grandchildren’s future. The last three years in particular have been challenging times throughout Brexit and Covid when the markets have been so unstable, Jane has always made us money. We could never have done all this without her.
What makes Jane special? We felt from the start that we were working with someone who listened and understood what we wanted and would go that extra mile to provide it. She’s one of those people who are so easy to talk to, I never felt any question I asked was too obvious and, unlike our previous advisor, she always responds the same day we contact her. With Jane every step is clearly explained and nothing is too much trouble for her. Together we built a relationship that over time became a friendship. A friendship we value
We would unhesitatingly recommend Jane as a Financial Advisor. Why? She’s excellent at her job, she listens to you and you can have complete confidence that she will always do her best for you. But, more than that, you also get that important personal touch.
Mike has been an absolute star in getting our house move across the line. During a long and complicated process he has been a constant source of reassurance and wisdom, always friendly and willing to go the extra mile with timely advice. Whenever we had questions or concerns, he was available on email or phone to talk us through the issues and guide us in the right direction. I would not hesitate in recommending Mike to anyone looking for an excellent mortgage advisor. Thanks again Mike!
I was recently introduced to Jane, by a friend, as I needed advice and guidance on financial affairs relating to pensions and investments. I am reaching retirement age and needed to understand how best to maximise the funds I had available to get the best return and be able to make plans when I am no longer employed.
How grateful I have been for that introduction.
From the outset Jane has shown an amazing level of knowledge and skill in the areas we discussed, but equally important she made the time to listen and understand what my future financial needs might need to be ,to meet my requirements. This was reflected in her assessment and plan.
Jane made the process very easy, explaining in plain English what everything meant and making sure that I completely understood each stage in the process before putting the agreed Plan in place. She is very easy to talk to and more importantly listens. Jane is passionate about what she does and is not just “selling” financial services but wants to understand what her customers want and need and provide the best advice and products for them.
In my case there was a considerable amount of admin that needed to take place, seeking information, moving investments etc. Jane made this painless drawing up relative documents/authorities etc which only required my signature, always keeping me in the picture as to progress.
From no plan to having an effective plan in place less than 3 months a result! I know that I have put my financial future planning in very safe hands which allows me to concentrate on the “fun” stuff I plan to do when I retire.
I would highly recommend Jane to anyone , she is not only a credit to her profession but a wonderful and generous person who has that rare ability to listen and understand her client’s needs making the difficult simple and providing peace of mind in relation to financial matters enabling them to get on with life.
I met with Paul several times and found him to be very professional, courteous, and professional. His help with my financial planning has been excellent. I totally trust him and trust his guidance.
Jane has been our financial advisor for only a reasonably short time. However, during this time she become a trusted and reliable advisor who is so easy to relate to, has a genuine interest in our family, our financial planning, goals and despite some difficult times, the advice and results have proved to be very sound.
All our consultations are undertaken in a friendly, relaxed manner but one which gets “the job done” and we never hesitate to contact Jane if we have a query.
Having had bitter experience of, so called professional advice in the past, it means a lot to have someone who you can trust as explicitly as Jane.