Robert, I believe your strengths to be reliable, knowledgeable, trustworthy and sincere with my needs paramount and no hard sell.
— Dr A Khan - Bradford, GP Partner
Simon is honest, reliable, trustworthy, candid and refreshingly lacking in bulls***. I know he'll say what he thinks.
— MSL. London, Lawyer
Nick is calm, punctual and polite. He is always helpful, with a 'can do' as opposed to 'can't do'. Nick is an articulate financial advisor working as part of a larger organisation with a specific ethos that fits our own. Nick's advice is good value for money. Does 'what it says on the tin'!!
— Shelley Hayles
Karl, having now used your services for some time, I remain convinced of your technical knowledge and proficiency. I am also of the view that you are concerned with our long term financial well-being rather than a desire to optimise your own income in the short term. Contact-ability – you are almost always contactable; technical knowledge and understanding – ability to match solutions to objectives; breadth of offering – you are effectively a one-stop-shop for all matters financial in nature.
— Matt Tombs, Transaction Services Director, PWC
Right from the first meeting I felt very comfortable with Jon’s approach and through our subsequent meetings and communication I feel that the advice I have been given has been extremely sound and the administration required to bring everything together was conducted in such a manner that it seemed relatively seamless. From my experience I would have no hesitation in recommending Jon and his back up team.
Well done and thank you Jon, from one very satisfied customer
— Bryan Kellet
Simon is very patient. He is ethical and conscientious. He takes great care to explain procedure and reasons for taking a particular course of action. I trust that he advises me with as much care as if I was very important and as he would his own immediate family. He has gathered around him other professionals who complement his strengths that he can draw on and has access to the best financial / tax information available. I like him as a genuine person too.
— RC, Orthodontist, Harrogate
Nick is reliable, professional and personable. I use him because I like and trust him and he has never given me bad advice. I am pretty ignorant about financial matters and find it a help to have someone who can see the whole picture and advise appropriately rather than trying to do all the research myself. He understands NHS issues better than non-specialist advisors. He is easy to contact and although expensive I think the end justifies the cost.
— Rebecca Hierons, Maxillo Facial Surgeon, Newcastle Upon Tyne
Karl is down to earth and approachable. He listens to what the client needs but is not afraid to tell it how it is to prevent someone making a costly mistake. His advice makes it very clear, often in easy to understand picture form, what clients can realistically expect their money to achieve for them and how adjustments to the plan can enhance the outcome. He is as good at explaining concepts to clients who are first time investors as he is in talking about technical concepts with professionals.
[Robert] I believe you understand my financial situation and current financial demands and goals for the near future and help me plan accordingly. You monitor my investments and redistribute them to
ensure they track the growth predicted to the level of risk I am comfortable with.
— Dr H Nazareth, General Practitioner Partner, Huddersfield