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.
Simon guided me through every step of the process of becoming a home owner. He advised on the best mortgage, life and critical cover, building and contents cover and all the other small details inbetween.
Mrs Russell, Bodmin
Simon was great from start to finish. He assessed my current financial situation and advised me on the amount of borrowing I would be eligible for. He found me the best current deal on the market and the process was very smooth.
Mr Bolt, Bodmin
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
He helped talk me through the minefield of Pensions in a way that made sense and was very easy to understand.
Mrs Lowe, Exeter
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.
