What our clients say

When I first met Andrew I was really impressed at the amount of time he spent finding out what my goals and priorities really were, rather than assuming what they would be. He is open, engaged and challenging and really helps me think about how best to plan for my future. He really wants to help you plan for the future you want, even if that’s a bit unconventional or eccentric. He’s got great emotional intelligence and works out what is really important to you personally. His advice is very measured and clear, and as technical or non-technical as you want depending on how much detail you want. He’s also given incredibly helpful advice to my mum, really understanding her priorities, patiently taking her through her options and giving her more confidence in handling her financial affairs. Some of the things he’s done for me. • Has provided clarity on the complexities of pensions legislation, lifetime allowances, tax implications and so on • Given a clear direction of what I need to undertake to achieve my stated objectives • Provides a detailed approach to financial planning which has given me greater understanding of what is important to me in the future • Challenges all my assumptions that I have regarding what I want to do in the future • Reassurance that my financial well being is taken care of • Confidence that I am taking the right decisions • A regular review service which is aligned to what my needs are.Show more

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.Show more

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.Show more

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.Show more

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