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
Andrew went through all the options for investments and having found out my feelings on risk came up with a proposal that has performed very well. He also sorted out all my pension schemes and has consolidated them and recently helped me to take an income from the investment
Mr Moss, Bournemouth
Initially needed a mortgage and was offered first class advice by Richard. Have since turned to him for pensions advice and would recommend to anyone seeking trustworthy financial advice.
Ms Belgeonne, Shaftesbury
Richard advised all the necessary documents we would need for a smooth mortgage application and found us a great deal saving us around £200 per month. Richard also re jigged our life Insurance policies and saved us money for a better level of cover.
Mrs Goodwin, Shaftesbury
Richard is great! Very professional and full of knowledge. He advised us well and we now have new better pension plans!
Mr Adams, Shaftesbury
He explained everything to me in a simple way for me to understand what was needed and what was going to happen. There was nothing he could have done better because he did a great job and I am very happy with the outcome.
