What our clients say

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

14th November 2019

Thank you so much for all you have done, I have nothing but praise for you and the help you continue to give us.

S. Sworn

Keith Parkinson

5th November 2019

Keith’s been our IFA for a couple of years or so now, and has helped us with our investments, pensions, insurance and all-round financial planning. He’s always there to help and answer our (many) questions, in language we can understand. If you are looking for help and advice about how to manage your money, but don’t want to feel stupid or patronised, no matter how daft you think your question is, then you should really speak to Keith.Show more

A. Goram

Mike Jarrett

1st November 2019

Mike has been my adviser for the past four years and he is fantastic. He finds tailored solutions quickly and diligently, and managed to save me £500 a month on my remortgage in just a couple of days. He explains all of your options clearly, and is always quick to address any queries and update you on progress. I’m looking forward to a long relationship with him, he’s brilliant!Show more

G. Shaw

Viv Swift

30th October 2019

We have just had our first ever mortgage secured via Viv and would highly recommend him to anyone looking to secure a mortgage. He has gone over and above for us and we can’t thank him enough! Viv is extremely professional, doesn’t pressure sell additional services like some and makes the whole experience very personal with no judgement. After a bad experience in previous years it was such a relief to have someone support us on both a professional and personal level, and to be thinking about the long term picture for us rather than just a short term solution. Here’s to our first home- thanks Viv!Show more

S. Edgcombe

Viv Swift

30th October 2019

Viv is an absolute gent, an expert in his field; He was knowledgeable and informative with a very honest, open and sincere approach. He managed to secure our first mortgage and we couldn’t be happier. 5* service.

M. Downing