We would love to meet with you face to face to discuss your individual needs and would be happy to do so in a way that best suits your wishes. Therefore, please feel free to contact us and we will be happy to meet you at either of our offices listed below or alternatively we can arrange a home visit when convenient.
I will certainly recommend your company to others, and will
contact you again if I need help
James created a very calm relaxed atmosphere for our meeting and listened attentively as we outlined our situation, the actions we had taken, the ones we were considering and the areas we were uncertain in. James was excellent in every way , calling
upon his obvious knowledge he was affirming in some areas, made suggestions for others and we felt he ‘engaged ‘ with our agenda. Throughout, there was a two way dialogue, touches of humour and a definite feeling of moving forward
So grateful for a
friends recommendation
Our experience of Financial Advisers had not been what you would call easy, so it was a pleasant surprise to meet
Martin who went out of his way to be friendly and efficient in dealing with all of our questions
We find him very reliable, honest and trustworthy, and always gives
sound advice when dealing with our financial affairs
A man who is not only good at his profession, but also one who
performs it with genuine concern for the financial wellbeing of his clients
Very professional in all aspects of financial advice. Everything was explained in a plain
and clear manner. Thanks for helping me through a very difficult time
I would recommend him to anybody
needing financial advice
