What our clients say
“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.”
“John found me some excellent mortgages and explained all the options clearly in layman’s language so I could make an informed choice on the best product for me. He went out of his way to fill in all the forms and visit me at home (as my partner was ill) and made the whole process as stress free as possible. John also opened a new pension scheme for me and found an excellent alternative to move existing, fragmented, pension pots under one scheme. All costs were explained and the admin and hassle was reduced to an absolute minimum. He met me at a time suitable to me and there is very little John could of done to improve his service.”
“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.”
“Allie and I appreciate your input and dedication and perseverance in getting us a mortgage and thank you for your efforts on our behalf.”
“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!.”
“I needed someone to assess my pensions that I have accumulated over my working career and give the best advice on whether I should keep with, consolidate or move them. Not being the most financially savvy person, I needed someone who would take time to explain things in a way I could understand allowing me to make an informed choice. I found John both approachable and eager to help and based upon my experience to date, a pleasure to deal with. John took 30+ years of pension documentation and filtered it down to the key documents, he then compared them to other products on the market and clearly explained my options with the pros & cons of each.
At this stage John has covered all my requirements and more so I cannot think of any ways the service could be improved. The final proof of his service will be in the growth of my portfolio over the coming years.”
“My wife and I have a number of business’s and also have a growing family so we were looking for advice and some one we could work with long term. John helped with pension advice and investment, also mortgage optimisation. John has been exceptional and always helpful.”