“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

“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 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

“Our meeting with Lisa was extremely productive and we appreciate her giving up time to travel north to meet with us.”

Martin, York

“Andy has been consistently very helpful, friendly, understanding and efficient. Exactly what I needed.”

Sarah, Oxford

“Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”

Barbara, Knaresborough

“Always helpful and I enjoy our meetings – Andy always makes time to talk about personal matters – which keeps the investment decisions in context.”

Melanie, Cumbria