Testimonials

• 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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• 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.

• 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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• 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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• 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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