Testimonials
Read some of the feedback received from clients.I have been with Alex for a number of years and the service that I get from Alex is excellent. He provides really helpful and practical advice about investments, pensions and tax. He is knowledgeable about the products available and the market and I would have been lost without his help, particul...
We needed help to plan our savings for the long-term and organise our financial management for the near-term. Simon was able to summarise what we needed and come-up with a plan for getting the most out of our pension contributions, investment portfolio and family entitlements. His depth of knowle...
Alex was introduced to me on recommendation by a former work colleague, as I was looking to transfer my private company pension to make it work better for my circumstances and, I have to say, I am so pleased she did. I immediately warmed to his professional but very approachable manner. He is al...
Simon was incredibly attentive and responsive to address my needs. He made me realise the need for insurance as the primary earner of my household and we've come up with a solid plan for my retirement. I'm very happy with the level of service I'm getting from him.
Alex has been an invaluable source of support and expertise over more than seven years.
I was introduced to Alex for an initial consultation wherein he clearly set out the framework for a sensible forward plan covering my tax position, pensions consolidation and ISA investments, taking int...
I have had the pleasure of working with Alex for the past 6 years. My initial enquiry was with respect to investments and planning my retirement which then turned into strategic tax planning. Alex handled that seamlessly and has continued to update me, check in and make sure the plans I am in are...
