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.
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.
Mr Green, Bournemouth
Listened to my concerns and helped me reorganise everything to a simple solution that also put me in a better position for my tax planning.
Mr Richman, Exeter
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
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
He advised on how and where to invest my money in accordance with my considerations to risk. He has always been available if I have questions. Andy always contacts me for regular reviews. He often takes the background work,which should be carried ot by me, to enable progress in our plans.
Mrs Fuller, Bournemouth
Very good at explaining the options based on risk levels,and fully backed our choices.In our case cautious! He has also advised our sons with their inheritance money.
