Testimonials

• Colin

  Dear Gary, we were able to get back from Israel on late on Tuesday and I saw your letter of 24th May with various other post received over that period.

  Firstly, can I thank you most sincerely for agreeing to drop everything and meet us at King's Cross on 24 May. It is heartening to know that there are still professional people in this world who, notwithstanding the amount of regulation imposed over the last few years, are still willing to put the needs of the client first. That was something which I tried to over some 25 years in professional practice before 1994.

  Unfortunately, because of the delay on the part of Phoenix Life in sending the rest of the documents to me by email, I had to post all of them from Israel, resulting in a delay of all of about a week, which has added to the overall strain of the process. Nonetheless, I think it's coming right and we look forward to obtaining possession of the property the beginning of July.

  Secondly, many of your comments and the contents of your letter made me think about future financial planning and although I confess I have always been somewhat sceptical about independent financial advice - when I see you again I will tell you a long story about what still seems to me to have been an attempted rip-off -  your whole approach has changed my view and I'm sure I will be seeking further advice from you once the financial position has stabilised.

  Many thanks again.

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  Dear Gary, we were able to get back from Israel on late on Tuesday and I saw your letter of 24th May with various other post received over that period. Firstly, can I thank you most sincerely for agre

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• Joan and Michael Bugg

  Just a couple of lines to thank you for introducing Stephen to us and to advise us on the best way forward and make the most out of our pension funds and other investments.

  Stephen is a great guy and the 3 times we have met, he has shown himself to be thorough, inspirational, caring, punctual, in fact a credit to his profession. In the short time we have known each, I now look on him not only as our financial adviser but also as a friend.

  I would have no hesitation in recommending his services to my friends and family.

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  Just a couple of lines to thank you for introducing Stephen to us and to advise us on the best way forward and make the most out of our pension funds and other investments. Stephen is a great guy and

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• Judi Warren

  Dear Andrea,

  I’ve said it before and I’ll say it again, you are a wonderful mix of professionalism with the added knack of being able to discuss financial matters in a non-patronising, helpful and interesting way. Thank you.

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  Dear Andrea, I’ve said it before and I’ll say it again, you are a wonderful mix of professionalism with the added knack of being able to discuss financial matters in a non-patronising, helpful and

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• Larry Berkowitz, Director Bluebird Care (Barnet)

  Dear Andrea,

  I just want to thank you for all help and service you have given me over the past few months. You have really shown a lot of care towards everything you have done.

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  Dear Andrea, I just want to thank you for all help and service you have given me over the past few months. You have really shown a lot of care towards everything you have done.

• Anonymous

  Dear Andrea

  We would like to place on record our thanks for the ongoing financial advice you have been giving us over the years, but most especially for your advice concerning renting out our old house when we bought our new house. You gave us a new way of looking at things at a crucial time – something that we would never have thought of ourselves – and we believe that your advice proved to be immensely valuable.

  We have no hesitation in recommending you to anyone who needs financial advice from someone who can “think outside the box”

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  Dear Andrea We would like to place on record our thanks for the ongoing financial advice you have been giving us over the years, but most especially for your advice concerning renting out our old hous

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