Jane has been our financial advisor for only a reasonably short time. However, during this time she become a trusted and reliable advisor who is so easy to relate to, has a genuine interest in our family, our financial planning, goals and despite some difficult times, the advice and results have proved to be very sound.
All our consultations are undertaken in a friendly, relaxed manner but one which gets “the job done” and we never hesitate to contact Jane if we have a query.
Having had bitter experience of, so called professional advice in the past, it means a lot to have someone who you can trust as explicitly as Jane.
We first approached Brendan to look at remortgage options as our current deal was coming to its end. He discussed all the various alternatives with us helping us work out which was the best route to take. Then obtaining quotations and arranging the placement for our preferred one.
Having done that, Brendan then arranged for a through review of our pension drawdowns which have been completed and we have again acted on his advice.
He has been totally professional throughout and interested only in recommending what meets our requirements.
I am a first time buyer so had no idea what I was doing, when I should be doing it and who is responsible for what when buying a house. Mike explained everything to me and supported me every step of the way. His advice was always honest, reliable and practical. We had a few blips in the house buying process but Mike you irked hard to help things go smoothly. I would happily use his devices again in the future.
I had an upcoming bonus at work so wanted to understand what options were available. Sandy took the time to understand my personal situation as well as my priorities and goals for the future. She is very genuine, personable and knowledgeable and provided tailored advice based on what I had shared was important to me. She also explained very clearly the different options and processes as a next step and made it feel ‘simple’ – especially for someone like myself who is new to understanding insurance and pensions. Sandy is very passionate about her role and equally talented at it. I now feel empowered and informed to make financial decisions for my future that I wasn’t aware of her prior to meeting Sandy. I would thoroughly recommend her!
We found Brendan to be professional whilst being very approachable. He talked us through every step of the process ensuring our complete understanding and kept us updated at all times. Thanks to Brendan we feel confident that we have made the right choice for now and the future.