My husband and I have worked with Andrew for a number of years and have enjoyed working together as our meetings are always relaxed but also focused towards the key objectives that we have pre-determined. The methodology of lifestyle planning and cash flow analysis has given us a great deal of clarity in our financial affairs and confidence as we approach retirement that we can lead the lifestyle we dreamt of and make a big one off purchase of a yacht. Andrew has always ensured that our needs are met and we would have no hesitation in recommending his services.
I was planning to retire in the near future and was looking for guidance on the best options for me to supplement my basic knowledge.
My partner and I had various meetings with Scott. He carried out a risk review and explained everything we needed to know with regard to the options and the process in a clear and understandable way. I was very impressed with the Financial Strategy report that Scott prepared for us as I like to read everything to gain a thorough understanding.
We felt very comfortable in all our dealings with Scott. He is professional, friendly and at no time did we feel pressured.
Having had a meeting with Viv Swift this week about something I couldn’t get my head around…pensions! I can honestly say he is a very nice, approachable guy, spending the time to explain to me in simple terms everything about my pension, advising me in the right direction and putting my mind completely at rest. I would highly recommend Viv to anyone in search of any financial advice.
Craig was absolutely instrumental in my remortgage going through. He was absolutely brilliant from start to finish. He was fantastic at chasing things up, maintained clear and frequent communication. ✅✅✅✅✅ would 100% recommend
Both Keith Parkinson and Liam Mulhern from the Hayes office were brilliant during our recent remortgage. Not only did they get us a brilliant deal they also supported us through the process including ensuring our life insurance was up to date. Brilliant service as always – couldn’t recommend them both highly enough.