I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns.
Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs.He gave honest and easy to understand advice and I am absolutely happy with the value for money service.
Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs.He gave honest and easy to understand advice and I am absolutely happy with the value for money service.
Reviews (1)
John Perry
Jan 28, 2021
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Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the team obviously have a detailed understanding of the markets and the funds best to invest in. At the end of the day though, the real measure of an IFA is how your assets perform when in their control. We have been more than happy with that. I would not hesitate to recommend them.
