What our clients say

Read how we have helped our clients achieve the financial future they want.

Scott White

Rated 5 out of 5
2nd April 2019

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.


Viv Swift

Rated 5 out of 5
17th January 2019

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.

H. Lawrence

Craig Parkinson

Rated 5 out of 5
4th December 2018

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

D. Kathleen

Keith Parkinson

Rated 5 out of 5
29th November 2018

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.

L. Ward

Craig Parkinson

Rated 5 out of 5
25th September 2018

Craig was our mortgage advisor and my husband and I have been very pleased with the professional advise and service he provided with our mortgage. In a long chain of stressful components, we were always able to rely on Craig to be a strong link. Craig was always very quick to respond and explained the process in a way which was easy to understand. Highly recommend. thank you very much.

G. Ryder