“I have come to expect that Phil will offer more than expected – because he always does! 5* service.”

Katharine, Suffolk

“I expected it to be above average and it has been even better than that. Thank you.”

David, Gwynedd

“This was a new experience & met our needs/expectations well.”

Janet, Huddersfield

“we both thought the company was excellent in all aspects”

Susan, Conwy

“We have always found you to be a superb company to deal with. As customers of some years standing it seems to us that the experience keeps improving.”

Sue, Norwich

“Thank you for constructing and handling my investment and for the other areas of financial planning you’ve commented on along the way – I found it an encouraging process”

Martin, Acle

“You really deserve to be rewarded for your professionalism and innovation in keeping true to your principles but moving on too”

Christine, Fakenham

“You have helped me with your advice and guidance which make me a much happier person. I would like to thank you for all your hard work.”

Michelle, Norwich

“With every passing year, the traditional view that Investing Ethically entails sacrificing profits looks increasingly outdated. In our latest survey, ethical funds have more than held their own.”

Richard Eagling, head of Pensions and Investments, moneyfacts.co.uk

“People who receive either independent or restricted financial advice are on average £40,000 better off than their unadvised peers.*”

International Longevity Centre-UK (ILC-UK)