Thank you for your advice. All the way through the process you listened well and we felt understood. The advice […]

CHines

Thank you for your advice. All the way through the process you listened well and we felt understood. The advice was straightforward, and easy to understand. You actually gave advice rather than just setting out options. You were friendly and enjoyable to meet up with. We will enjoy our reviews.

Corine Hines

H Baker

An excellent Service from start to Finish. I knew I had made the right decision the first time I met Sarah. She really took the time to get to know me and what my requirements were. She always kept me updated on the progress and was always available to answer my questions. I will definitely use Sarah again in the future.

Howard Baker

Budget Planning and Cash Flow

Sarah has excellent knowledge and the ability to explain options clearly. I can honestly say that I understood most of what she was saying, and her advice has completely turned around my finances. As a result, I now have greater clarity and feel much more financially secure in my future.

Dr Gerry McCabe

Sorting Out A Pension

You asked lots of questions to find out what my priorities were over the next few years and what level of risk I was happy with and I felt very comfortable that you knew what was right for me. You came back promptly with a list of funds that matched my needs. I am very happy with your advice. I’d have no hesitation in recommending you to anyone needing expert financial advice.

Nigel Adams

Setting up an ISA

Communication was superb from the start, which meant no delays, never left wondering how things were progressing.
Everything that required explanation was given, to both my wife and me, in terms that we understood, which enabled us to make decisions, that we would probably have struggled with. The spread sheets based on our options were particularly helpful.

Ken Pearcey