“I’m not sure John could have done anything better as I found him very patient and understanding – repeating things when asked so as to afford an understanding. Summarising and checking my understanding was important to me.”
“Primarily my pensions. Was recently divorced and needed to take stock and a fresh pair of competent eyes was what I needed.
John produced plans and recommendations for a balanced investment portfolio. We have made significant short term gains, which was an amazing bonus!.”
“John did a thorough review or our current circumstances and investment position and came back with a comprehensive review that made sense for us. He also reviewed our mortgage as part of the process and found us a much better deal than our current one. Our annual charges are now significantly lower and our pension is easier to review and manage. We have also seen good growth in the last year so his advice was sound.”
Here to help you
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.
We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call 01908 774 322, or email email@example.com