Financial planning with a smile

Ian has been an adviser for the family for a number of years. All have complete trust in Ian and welcome his advice.

He listened to my specific requirements and what I expected to achieve in the long run, taking this into account he found options that best suited what I wanted.

Lee explains in easy to understand terms and offers various routes to market and puts no pressure on the client at all. He enables the client to make an informed decision (no jargon) with no pressure applied.

I’m self employed so it’s a stressful time seeking a lender; Lee put my mind at ease and talked us through everything. Always there on the end of the phone.

He took time to understand our financial situation. He advised us about the different investments and the risks involved with these. He kept us up to date with the changes. Lee is a very approachable person.

Lee helped us select the right option for us by taking all our factors in to consideration.

Ian has looked after my investments for several years now. When I wanted to invest in more ethical and environmentally friendly companies, Ian was happy to advise and make recommendations.

Required ethical investments, Ian produced a plan to achieve this. He explained his proposals in easily understandable terms.

He advised very clearly what my options were and also helped when I inherited from my mother’s estate. The growth on my investment has been better than if left with my bank.

Lee always makes me feel like a valued client and is in touch on a regular basis. Lee is doing a fab job and i would recommend him to anyone needing any financial advice!!!