Testimonials

There is no better referral than a recommendation from a satisfied client. Our company has grown exclusively on the recommendations of our existing clients. We have posted some comments which we trust will provide you with a sense of our commitment to delivering a first-class professional service.



Simon has been our financial adviser for over 10 years having been recommended by a colleague. We have full confidence in him and he explains things in a way we can understand. Anyone seeking a reliable and friendly adviser, need look no further.

Alex and Amanda Maile

We’d had previous experience of financial advice offered by large companies but never believed that our interests were clearly understood. You are courteous, totally reliable and take a real interest in our financial affairs. Whenever we need your advice you are always there to support and guide us.

Graeme and Sarah King

I have the highest regard for the service and support you have provided us over the last few years. The solutions you have provided to our financial challenges have been creative, practical and appropriate. I have had no hesitation in recommending you to friends and colleagues looking for financial advice.

Graeme Davies

I have never had any doubt about referring him to any of our clients. He is professional, diligent, caring and dependable.

Gavin Lloyd and Vicky Bird

Simon is a true professional and very good at explaining things clearly. When he talks about complex areas like pensions I am able to understand what he is saying. He has a welcoming style and does not apply any sale pressure so I have no hesitation when I refer family and friends.

Steve Boyce