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.
He gave sound and detailed advice. Explained investment opportunities and risk factors and discussed my options. He also helped set up an annuity that paid far better than one i had been offered.
Mrs Miles, Christchurch
The pension plan has exceeded my expectations. My savings and investments are now much easier to understand and are performing well. In the past I was always nervous about "financial" matters but now feel totally confident in Paul's ability to advise me.
Mrs Thomas, Christchurch
Richard talked me through the types of mortgages and lenders that would help on my circumstances. He was very knowledgeable and was able to discuss my options. I am very pleased with his advice.
Mrs Davis, Exeter
Richard was very down to earth and helpful. He explained everything to me in a simple way and showed me his research and found a great deal that saved me over £2,500 over the next 2 years. Thank you and will tell all my friends
Mrs Jones, Exeter
Rich did a great job finding us a mortgage for our new family home. He was incredibly helpful and worked so hard to secure the best mortgage for us. We can't thank Rich enough.
Mr Laity, Exeter
The pensions advice was sound and the resulting single pension has exceeded my expectations. Similarly the investment advice has resulted in returns that are significantly better than we were previously achieving.