What our clients say

Terri has been very helpful in advising me over the past year as I am a novice with any investments.

Chris and I are both quite relaxed about the current economic situation and have taken on board your observations. We’re pleased that we are not making withdrawals from our investments with you at the present time and feel comfortable in the knowledge that you and your colleagues are working hard to deal with this unprecedented crisis.

Hope you are keeping well. We’re both ok although I’m now “over 70” and therefore expecting to be told to limit my social contact. You know how hard it will be for me to be starved of an audience for my words of wisdom. Poor old Chris will have sore ears when all this is over.

Best wishes, Mike & Chris

James Candow has been our financial adviser for a number of years. He has delivered this service in a personal and professional way. Our financial situation is reviewed regularly and he has helped us to understand in a clear way the financial choices we have made.

I can’t speak highly enough of the expertise, insight and caring/approachable manner which Mark brought to my father’s financial affairs.

His profiling and risk management tools, along with his strategic and short term approaches were impressive. The combination of investment consolidation, along with diversification made for a streamlined portfolio with excellent growth and income yield.

Mark is a good listener, always available and up to date with the ever changing financial marketplace.

Would highly recommend.

Craig was very helpful throughout what was a long process for completion, replying to all our queries promptly (often outside of working hours). I am a first time buyer, so appreciated his help given I had no prior experience of mortgages, and helping us to obtain the JBSP mortgage has allowed me to get onto the property ladder when the prospects of getting a conventional mortgage looked bleak – would definitely work with Craig again in the future.