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.
Merryn's advice helped us pick the right mortgage. The house move went well. Merryn's review of our investment portfolio was good because he felt it wasn't being managed quiet as well as it could have been; we discussed options and now feel our investments reflect our wishes.
Mr Brien, Taunton
Since seeing James the first time, I have decided to start a personal pension to run along side my share portfolio. James informed me of the benefits of having both an investment and pension running along side each other, allowing me to plan for my future as well as my retirement. I was able to see James at a time that suited me, as my hours vary on a regular basis he was very accommodating to my needs.
Mr Jones, Exeter
James helped me to find a reasonalbe mortgage lender, to purchase the property I was after. James was not only helpful but he advised me throughout the process. James gave me great confidence in his knowledge & experience.
Mr Turek, Exeter
Merryn explained the process clearly and was always on hand to offer advice and answer any questions. He found us the best product to suit our needs, making what could have been a stressful process very smooth and simple.
Mr Neil, Taunton
I really cant think of anything Andrew could do better. I am looking for financial advice and he provides that for me. As a single person it is reassuring to me that there is someone I can trust and rely on to have my best interests in min. and he is always very responsive to any interim queries I may have. I have referred a few friends to Andrew for Financial Advice.
Mrs Osborne, Bournemouth
The plan that we decided upon has delivered exactly as discussed and has allowed us to realise our goals in retirement. As important as the initial and subsequent follow up meetings to put our plans in place. Andrew continues to not only meet with us on the plans anniversary but keeps us updated on the position of the fund manager and the markets. And more importantly to us be there when we have questions, concerns and requirements.
