What our clients say
Feedback from our clients is important to us so we know we are doing a great job. See below the feedback we’ve received from our clients.
Richard advised all the necessary documents we would need for a smooth mortgage application and found us a great deal saving us around £200 per month. Richard also re jigged our life Insurance policies and saved us money for a better level of cover.
Mrs Goodwin, Shaftesbury
Richard is great! Very professional and full of knowledge. He advised us well and we now have new better pension plans!
Mr Adams, Shaftesbury
We went to see Julie to arrange our life and critical illness cover, including cover for our son. We were initially confused over what sort of protection we needed but Julie explained everything thoroughly and was very friendly and professional throughout. Julie even personally delivered our papers (following social distancing rules!) during lockdown and waited outside for us to sign! Thank you Julie, we are now confident that should the worst happen we have one less thing to worry about! Would highly recommend!
Miss Day, Exeter
Mike provided a very professional and friendly service. He made it very easy for me by dealing with all the complicated paperwork and explaining everything to me in simple to understand terms.
Mr B, Blandford-forum
He took me through the whole thing step by step in a way i could understand,if i was not sure of anything he would go though it again. He took me though each step in a very stressles way and kept me in the loop in all that was going on.
Mrs B, Blandford-forum
He gave me help and advice on how I might invest my savings. This included careful consideration of risk levels relative to hoped for financial returns so I could make a more reasoned and informed decision.
