Testimonials


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Testimonials


“Approximately 2 years ago, through Julian’s efforts, I consolidated 4 or 5 separate pension arrangements into a single plan.

Julian advised me to use a Standard Life SIPP as the best vehicle for that. Since that time, the fund has grown substantially, so much so that I have been able to take early retirement. Thanks are due to Julian for guiding me through the process in a straightforward and easily understandable fashion. I have recommended Julian’s services to a couple of friends who will hopefully enjoy similar results!”

Neil Willett - October 2017

 

“Before I met Julian I was very aware of the continuous and frankly confusing changes to pension regulation – but had little idea of what it meant to me and what I could do about it. Julian took the time to understand my existing portfolio and very clearly laid out the opportunities that presented themselves. I now have a much clearer picture on my finances and it has definitely made me well aware of the options I have in future. I have had no hesitation in recommending Julian’s services to colleagues and friends and I know many have also taken on his services.”  

Andrew Coutts - October 2017

 

I was first introduced to Steve Wright approximately 13 years ago through investing acquaintances and took out a full ISA. I have done likewise virtually every year and the fund has grown significantly - beyond expectations. The confidence I have in Steve and his professionalism has allowed me to take out a separate pension fund, to which I have consolidated several other pensions. His advice as I reach the seven figure tax ceiling within that fund has been invaluable.Furthermore, I have now taken out an investment account with Steve, secure in the knowledge that his detailed management of all three funds and their interaction will secure an early retirement for myself.

Neil Syson - October 2017

 

I have used Richard Gibbons as my financial adviser for more than 10 years. He has guided me through times when I was self-employed when I had a limited company and now that I am an employee.  Also, over a very tricky period in my life when I went through a divorce, with all the financial ramifications that were involved. At every stage, Richard has offered me clear explanations that have helped me to reach decisions about my finances and investments that I have subsequently been very happy with; so much so that I have now turned to him for advice on my widowed mother's investments.

Zosia Chustecka - November 2017

 

We needed a mortgage to buy our dream home and having just changed our income spread, we only had one year's accounts. James was knowledgeable and informative, and was able to acquire us a mortgage offer which was very competitive. His dedication and reassurance was most helpful in this stressful period and we will be back in two years to re-mortgage when our current fixed deal expires and we have three years of accounts!

Hugh & Rhiannon Cowley - April 2018

 

Dear Claude, This is just a quick message to express my gratitude for all your help in making sure I got my house (all you 24 hour availability and hard work and patience with me and my dad) I really appreciate everything.

Addie Akinwale - January 2017