Testimonials
Nice words from our clients
Putting in the hours preparing for a review meeting, or going the extra mile to help someone in difficult circumstances is worth the effort.
For more than 50 years we have helped clients to preserve and grow their wealth and to achieve their financial objectives. Perhaps most rewarding is hearing a client feels reassured and has peace of mind.
Here are a few nice things our clients had to say.
“I am very appreciative of your patience, your expertise and your hard work on my behalf. I am reassured that I am in the right hands.”
Grandmother, three-generation client family, summer 2025
“Thanks for the really helpful call yesterday - your ability to cover all relevant areas is phenomenal!”
Financial review meeting feedback
“We’re very happy with the service you’re providing and grateful for the work you’ve put in.”
“I did find the meeting really helpful. You understand us, we understand you, I was very impressed with the way you explained everything.”
“I always find it beneficial and reassuring to get the chance to review our financial situation with you.”
Client annual review meeting feedback
“The way you present your business model is very reassuring. It makes me realise increasingly why we left our previous adviser, because we want the personal involvement you give us.”
Clients joining from multi-national Wealth Manager, 2023
“Thank you for your rapid and most helpful advice”
“We both much appreciate the work you have done for us so far – not only in the advice you have given us but the friendly and empathetic way you have understood our circumstances.”
Clients since 2022
"I leave it to you to decide how best to invest these sums of money. I trust you implicitly.”
Long-standing clients down-sizing property
“It’s been really reassuring to have your help.”
Client approaching retirement
“Many thanks for managing this so efficiently. It is a miracle everything worked so seamlessly that we hit our deadline! I am very pleased.”
Clients raising funds for property purchase
“Your reminder about arranging a meeting is appreciated and will spur me on! Thank you so much for your help in making these gifts possible.”
“Thank you to you all for changing someone’s life. I imagine you don’t think much about what you do, and the impact it has on people but believe me, you certainly make the difference.
We couldn’t have had this money if you hadn't been diligent and good at what you do.”
30-year clients gifting to family members
