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.
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
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
He was an enormous help in enabling me to see things in perspective and he researched the market to find me a plan that suited my needs after talking to me to find out what I wanted.
Mrs Wedgewood, Shaftesbury
Richard has always been incredibly helpful and forthright, and very thorough. Always totally upfront , honest and approachable.
Mr Cassell, Shaftesbury
He explained all our options very clearly and helped us understand what was available. He made a saving in our house insurances which meant we could take out more life assurance than we originally thought to protect our family.
Mrs Ward, Shaftesbury
with Merryns help we managed to take 25% of my pension tax free and paid off our mortgage earlier than expected. He also gave us sound advice with our savings which have had a brilliant return to date.
