About Us

Pleasant to deal with and seems to have our best interests at heart.

Excellent Financial adviser.

Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.

Trust and understanding of my current situation and the changes that will occur to these.

Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon. 

My original setup is very good, they offer sound financial advice.

Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!

I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.

It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.

My investment did well, even in difficult world-wide conditions.

When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.

Very open communication in words and terminology that I can understand; he doesn’t complicate things.

My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.

Very satisfied with Simon’s direction and advice.

Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.