Client Testimonials

'Stephen has kept my portfolio ticking over very nicely for the past twenty years. I am very happy with the relationship' (JG)

'A superb service delivered over the past 34 years' (JC)

'Fine quality of relationship ' (TF)

'I have known Nick for over twenty years. He is honest, reliable, trustworthy, responsive and responsible. He is the only IFA I have ever recommended to anyone' (IR).

'I am very happy with Nick. He is thoroughly professional with lots of good ideas.' (DM)

'Nick is a very reliable, conscientious individual. I have been his client for 15 years; he is meticulous - clarifying everything in writing after our meetings. He is very amiable and very approachable; always on top of everything - following up assiduously on action points. ' (HG)

'Nick is absolutely excellent; extremely professional; unconditionally helpful; delivers everything on time and has helped immeasurably with my wealth planning. I have been a client for about twenty years and retired for 14/15 years.  He has played his part in ensuring the quality of life I have now - and has been an enormous help to my partner with her business.’ (JG)