We pride ourselves on our reputation

Take a look at what our clients, suppliers and associates have to say:

Simon is honest, reliable, trustworthy, candid and refreshingly lacking in bulls***. I know he’ll say what he thinks.
— MSL. Lawyer. London
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
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
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
[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
Karl, we couldn’t in a month of Sundays understand what you know about your subject and your subject is our future. A lifeline to busy intelligent people who need someone exactly like you they can trust.
— Fiona & Gavin Barlow
Robert, I believe you to be trustworthy, good communicator, expert in your field.
— DI Consultant, Huddersfield
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
Nick’s main strength is an ability to explain things clearly, as sometimes the ins and outs of financial planning are difficult to grasp! He is easy to relate to and discuss things with.

We use Nick because he was a family recommendation, he provides fee-based rather than commission-based advice, and we prefer to have an integrated approach to financial planning rather than buying isolated products/policies.
— Dr. Ian and Dr Claire Dyer Swansea, Wales
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.
— Anonymous
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 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 is says on the tin’!!
— Shelley Hayles
Karl is honest, straightforward, intelligent, thorough, rounded thinker, witty, quick, friendly, socially adaptable, enthusiastic, optimistic, helpful, encouraging, literate, good communicator, excellent team player.
— David Coldrick – Consultant, Wrigleys Solicitors
Simon’s manner is excellent; it would be easy to appear patronising to professionals who, whilst highly skilled in their own milieu, are lost in the world of finance. I like to think that he enjoys his work and is proud of his expertise. I can trust him to advise me on financial planning and let me get on with my plans for the future without worrying. His advice has been very reassuring.
— PS Hospital Consultant. Dewsbury.
Nick demonstrates obvious knowledge of your specialist field and always attend meetings well prepared. He communicates well – I always come away from meetings with a clear understanding of the areas discussed and the agreed outcomes. Nick delivers on time scales – providing good written summaries of our meeting. He also inspires trust.

I see Nick as someone whose judgement I trust. Whilst we may in theory have essentially a financial relationship, I have always felt in reality the relationship was more than that, and I could potentially seek advice across wider issues on a personal basis.
— Mike Tremlett
Simon’s strengths lie in being able to explain financial concepts clearly, winning trust with a friendly but professional attitude. I see him as approachable and as a knowledgeable adviser. Having built up a relationship over the years, I continue to use Simon because I trust his advice.  So far, this has been successful for me.
— AL. GP. Leeds
Karl’s technical knowledge I percieve to be a strength, in that he is fully up to date with the latest products and has a good idea about financial strategies. Very engaging and always willing to help. Always returns calls.
— Andy Brown
Karl, if there was a “best advisor in the world” competition, I would enter your name.
— Monica Olsson
Robert, I see you as my main financial advisor and a key person in my financial planning.
— DS - Leeds Consultant
As I have no business acumen, I am quite happy for Karl and his associates to invest money on my behalf and trust him implicitly to give me the best possible advice.

I have certainly seen the outcome I was hoping for. Karl is always at the end of the telephone, or deals with my e-mails, if there is any help I need, even to the extent of advising me on the purchase of a new boiler!
— Carol Lucas
Simon’s main strengths are that he is friendly, likeable, honest and approachable. I realise that this does not relate to his professional competence but not everything in life is based on business or cost. For me it is far more important that I like the people I do business with, providing they are  competent of course. After the best part of 20 years, I cannot doubt Simon’s professional competence.
— AB. Engineer. Reading
Robert, we like the way you think and seem to find us products suitable for us. You have consistently high standards and are very professional. You are also available to speak to when needed.
— Michael & Wendy Colgan - Veterinary Surgeons
Nick is personable, well organized, knowledgeable and clear. He is a reliable source of financial advice motivated by the desire to maintain a longer term relationship rather than make a quick buck.

We’ve stayed with Nick as loyalty to someone who has given us very helpful advice in the past; confidence in the quality of the advice, even if we choose not always to follow it; preference to maintain a longer term relationship rather than receive ad hoc advice from someone without any longer term understanding of us and our situation.
— Saul
I see Simon as on top of his game, quick to grasp the issues that affect me and my personal finances. I believe that we broadly share values and a healthy professional approach to clients ( patients) which combines humour and humanity with going that extra mile to help ensure a good outcome for them. I believe he really enjoys his work
— ML. GP. London