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.
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
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
Julie was very efficient and found me a great deal even when we encountered problems. Julie was absolutely amazing and I couldn't have done it without her. Attention to detail and speed of service was second to none. The communication and efficiency made me relaxed and had no concern.
Mr Hooper, Exeter
Julie was very friendly and informative. She explained everything clearly and listened to my financial needs. She did a full financial review with me which I found very helpful. I would definitely recommend Julie to anyone wanting to look for the best products to meet their needs and have everything fully explained to them.
Mrs Yelland, Exeter
Julie was very professional throughout the consultation. She was very clear on everything. Julie was quite willing to put herself out to arrange an appointment time suitable for me.
Mrs Bennett, Exeter
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.

