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Testimonials

Our business has grown in the most part for one key reason; our clients recommend us to others. This is core to our business. Below is a small selection recent compliments we’ve received.

Our long standing financial adviser was retiring and we were selling our business at the same time. We were naturally apprehensive that we would find a good replacement adviser who we could rely on and trust. Howard had already worked for a number of our business clients and they spoke very highly of him. He has carried out very thorough financial planning with us going into the greatest detail and he has given us a much better view of our finances than we have had before. We're very confident in Howard's approach to financial planning and feel that we are in safe hands with our planning and investments.
Mr & Mrs M – Ex-business owners - Shropshire

You can’t buy time.  By dealing with Chris and utilising his Lifestyle Financial Planning approach, we have retired 5 years earlier than we thought we possibly could and can spend this time enjoying ourselves rather than working.
Mr and Mrs R – Retired Local Government Workers

Following a major professional upheaval in my life, by working with Chris I have developed a comprehensive financial plan than has enabled me to see where I need to be to in the future and more importantly what I need to do now to achieve my goal of financial independence. I now know what my future looks like and how I am going to achieve it, which is incredibly powerful and well worth the cost.
Name Supplied – Assistant General Manager ANB

Chris has been my adviser for over ten years and over this period has helped me in many ways on both a professional and a personal level. I recommend him frequently to others and will continue to do so.
Mr T Business Owner and Entrepreneur

Howard has been our Financial Adviser for over 5 years. He has taken infinite care with our investments to ensure they are the best possible with the level of risk we are willing to take. He has visited us regularly and prepared for us considerable material to clarify for us our future financial prospects and inheritance options. He has arranged when required an increase in our income and he has given us peace of mind concerning our finances. He is always available by ‘phone or otherwise if needed between visits.
Mr & Mrs P – Retired – Cumbria