Testimonials

• George McConville, Monarch Pest Control Services

  Dear Andrea,

  I recently had a meeting with you to discuss my future plans for pension, life assurance and other financial advice. After a lengthy meeting with you, I left with the knowledge that I needed to review my financial situation.

  You highlighted areas in my life where a review was required and after your consultation, I have made the necessary changes to allow me to maintain my lifestyle without any real major changes, a few tweaks here and there and a tightening of my belt in some areas was all that was required.

  If it were not for your advice, I would not have carried out this review, which was badly overdue.

  I would like to take this opportunity to say thank you and to recommend your services to anyone who feels that a review of their financial situation may be needed.

  Your “cradle to grave” service certainly helped me and I would advise anyone who wants to avoid an early grave due to a stressful situation over their finances, then they should certainly book an appointment with you now.

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  Dear Andrea, I recently had a meeting with you to discuss my future plans for pension, life assurance and other financial advice. After a lengthy meeting with you, I left with the knowledge that I nee

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• Adam Selwyn, Director, The Creative Clinic

  Dear Andrea

  Many thanks for helping my wife and I recently in reviewing our life policies and suggesting ways we could bridge any potential shortfalls that had arisen since the policies were originally taken out on the advice of another IFA, many years ago.

  You were extremely patient and showed great empathy with our requirements, offering us a range of options and always clearly explaining the pros and cons of each product.

  In the end, it was this level of care and attention that helped us to make a decision and this was promptly followed through by yourself and your team in instigating the policies.

  Many thanks for your time and efforts.

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  Dear Andrea Many thanks for helping my wife and I recently in reviewing our life policies and suggesting ways we could bridge any potential shortfalls that had arisen since the policies were originall

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• Steven Berman, Chartered Physiotherapist and Practice Principal, Boost Physio - London

  Dear Andrea

  I wanted to write to thank you for your guidance and advice regarding protection for my business and I should I be unable to work.

  Previously I consulted unsuccessfully with another insurance broker who did not take the time to understand what I needed.He tried to sell me an unsuitable product.

  I found your approach very refreshing; you took the effort to understand exactly what my business and I required. You then researched the market for so called “locum” cover and sought out exactly the business protection product that I needed.

  This has demonstrated the true value of using an Independent Financial Adviser in general and someone with your years of experience and commitment to ongoing development in particular.

  Many thanks again for your expert advice and guidance.

  I would highly recommend you to anyone wanting impartial financial advice.

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  Dear Andrea I wanted to write to thank you for your guidance and advice regarding protection for my business and I should I be unable to work. Previously I consulted unsuccessfully with another insur

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• Sydney Faber Printing Services

  Dear Andrea

  I have the greatest pleasure in writing this testimonial letter.

  Having the faith in discussing private financial matters with a stranger is extremely challenging.

  Having got to know you and the professionalism that you bring to the table has given me the confidence to share my financial concerns with you.

  Having asked for your advice and also taken your advice and acted upon your advice, I would like to assure all the members of our Chapter that I have the fullest confidence in your ability to deliver the best, unbiased advice.

  I encourage each and every member of our Fortune Chapter and beyond to confide in Andrea if you have any need of financial advice.

  Andrea is a person of the utmost integrity and puts the concerns of her clients uppermost on her agenda, unlike other financial advisors that I have been exposed to in the past.

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  Dear Andrea I have the greatest pleasure in writing this testimonial letter. Having the faith in discussing private financial matters with a stranger is extremely challenging. Having got to know you a

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• Carole Nyman

  Dear Andrea,

  When I told you recently that I was interested in learning about mediation and considering training to be a mediator, you arranged for me to meet with a solicitor who had switched from practicing as a solicitor in a city firm to practicing as a mediator.

  She had been your client for more than 25 years and was full of praise for you. When I asked her how she had met you and how she had chosen to hire you as her financial advisor, she told me that you had advised her tax lawyer colleague and she had reasoned to herself that if you had been good enough for such a person as he was, then you had to be good. She had not been disappointed and she told me she was particularly impressed with your understanding of the human side behind the bald financial facts. She said that your degree in psychology really shows in your human approach, which is something that you don’t often mention when you say that you are qualified beyond the average.

  I feel very fortunate to have you as my financial adviser.

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  Dear Andrea, When I told you recently that I was interested in learning about mediation and considering training to be a mediator, you arranged for me to meet with a solicitor who had switched from pr

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