Reviews

Needed a review and change of life insurance due to a change or circumstance at home. Ben reviewed our current policy, and found us a new one meeting our requirements of reducing cost and changing the cover to meet our new needs. Ben was wonderful throughout the process. Given the constraints due to Covid the process was still very smooth and the level of commitment from Ben in getting us what we needed was excellent.

I haven’t known Jane long, but certainly wish I had!
She has taken on my savings and investments and I am very pleased with the results and how they have been handled. Her approach is totally right, getting to know me, my circumstances, aspirations for my investments, explaining how things work, my queries and often daft questions are answered promptly and in a way that is logical and easy to understand. Jane is very easy to relate to and approachable.
I look forward to, hopefully many years of client/adviser relationship with Jane and will be most definitely encouraging my now older children to use Jane’s knowledge and skills for their financial futures.

I’ll keep it simple – absolutely brilliant service. No pressure, communication throughout fantastic, no such thing as a silly question. Really makes the whole process so much easier and you know you are in good hands throughout.

On retirement I felt that the investments made during my working life needed to be consolidated, both for my benefit and for that of my dependents. Ben was recommended to me by a family friend. Ben gave clearly explained options and took notice of my ethical opinions. My investments have increased steadily which was my hope. I cannot fault the service I’ve been given.

I was looking for financial planning, and immediate pension advice to begin pension contributions for myself
and my wife. Sandy clearly explained how everything works and keeps me up to date and reviewed every few months. Sandy has also been a great motivator to keep me on track with my retirement planning and contributions. Unlike previous advisors, I feel I can trust Sandy 100% as if she was advising for her own finances.