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.
Helped us look at level of risk we wanted. Talked to us about amount of income we would need. Talked through the tax implications.
Ms H, Blandford-forum
Having imagined that we would have to continue full time work until State pension age (66, we are currently 64 and 61) Gavin showed us that with careful planning we need not to. We managed to go part time 18 months ago and retired fully last week! Happy days.
Mrs K Richardson, Salisbury
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.
Mr B, Blandford-forum
Michael explained what I had in my pension pot and we then discussed the options available to me. He then asked me what I was hoping to achieve from what was available to me.
Mr W, Blandford-forum
Julie completely took the problem away for me and did all the research about my existing mortgage situation (I had a complicated government scheme in place) and fed back her findings in a way that I could easily understand. I couldn’t recommend Julie enough for her efforts.
Mr Drew, 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.
