What our clients say

I can’t recommend Mike highly enough! He’s given me excellent advice on my residential mortgage, enabling me to request a product transfer myself. I also have one flat as a buy-to-let, which is an important part of my financial wellbeing. The interest rate on my BTL mortgage has been creeping up over the last year and suddenly increasing more dramatically due to the Bank of England base rate rises, which was very stressful. Mike has been unfailingly patient and supportive – despite the lender’s rather clunky systems – and has now secured a new five year fix at a much better rate than before! Brilliant result and a totally nice guy to deal with.

We have known Jane for several years now having first met at a business networking event and have absolutely no hesitation in providing her with this testimonial and our wholehearted recommendation. Jane has helped us both personally and within the business in terms of insurance (life and critical illness), investments, trust forms, pensions (and probably more) and has always offered the most personal yet professional service. We have recommended Jane to friends and family and know that they have also been very happy with the advice and service they received.

Jane approaches finance with a very practical, honest and realistic perspective. She takes time to understand her clients and what they need from her and has certainly never failed to deliver for us. Organising finance and preparing for the future is one of life’s necessities but not necessarily the most enjoyable task. With Jane on board, we have always felt in safe hands, gently propelled along the route we have felt suited us best with Jane always making sure we know what’s happening and that we are happy. Annual checks are reassuring and provide an opportunity to assess and review.

As mentioned above, we have absolutely no hesitation in giving our wholehearted recommendation.

We needed a Financial Advisor, someone we could trust to manage our finances and show us how to provide for our children and grandchildren. We’d been let down once before and were concerned whether we would be able to find anyone

We needn’t have worried! Jane arrived and was so easy to talk to and has such a friendly personality that talking to her was so easy and relaxed. She listened to our needs, discussed possible options and made suggestions before coming up with a plan that has exceeded our expectations. Years of professional experience in banking and finance means she has the intricacies of tax and investment law at her fingertips.

Jane’s management and expertise has produced very considerable profits for us and assured our children and grandchildren’s future. The last three years in particular have been challenging times throughout Brexit and Covid when the markets have been so unstable, Jane has always made us money. We could never have done all this without her.

What makes Jane special? We felt from the start that we were working with someone who listened and understood what we wanted and would go that extra mile to provide it. She’s one of those people who are so easy to talk to, I never felt any question I asked was too obvious and, unlike our previous advisor, she always responds the same day we contact her. With Jane every step is clearly explained and nothing is too much trouble for her. Together we built a relationship that over time became a friendship. A friendship we value

We would unhesitatingly recommend Jane as a Financial Advisor. Why? She’s excellent at her job, she listens to you and you can have complete confidence that she will always do her best for you. But, more than that, you also get that important personal touch.

Mike has been an absolute star in getting our house move across the line. During a long and complicated process he has been a constant source of reassurance and wisdom, always friendly and willing to go the extra mile with timely advice. Whenever we had questions or concerns, he was available on email or phone to talk us through the issues and guide us in the right direction. I would not hesitate in recommending Mike to anyone looking for an excellent mortgage advisor. Thanks again Mike!

I was recently introduced to Jane, by a friend, as I needed advice and guidance on financial affairs relating to pensions and investments. I am reaching retirement age and needed to understand how best to maximise the funds I had available to get the best return and be able to make plans when I am no longer employed.

How grateful I have been for that introduction.

From the outset Jane has shown an amazing level of knowledge and skill in the areas we discussed, but equally important she made the time to listen and understand what my future financial needs might need to be ,to meet my requirements. This was reflected in her assessment and plan.

Jane made the process very easy, explaining in plain English what everything meant and making sure that I completely understood each stage in the process before putting the agreed Plan in place. She is very easy to talk to and more importantly listens. Jane is passionate about what she does and is not just “selling” financial services but wants to understand what her customers want and need and provide the best advice and products for them.

In my case there was a considerable amount of admin that needed to take place, seeking information, moving investments etc. Jane made this painless drawing up relative documents/authorities etc which only required my signature, always keeping me in the picture as to progress.

From no plan to having an effective plan in place less than 3 months a result! I know that I have put my financial future planning in very safe hands which allows me to concentrate on the “fun” stuff I plan to do when I retire.

I would highly recommend Jane to anyone , she is not only a credit to her profession but a wonderful and generous person who has that rare ability to listen and understand her client’s needs making the difficult simple and providing peace of mind in relation to financial matters enabling them to get on with life.