Testimonials

• Tony Bush

  Dear Andrea,

  I am writing to thank you for an “excellent job done” in reorganizing my Pensions, Life Insurance and Savings, and because of that I will now be better off than I thought I would be when I eventually retire.

  I was impressed by the way you put me at ease and explained what needed to be done in plain simple terms that anyone could understand.

  You explained everything up front so there were no surprises when the charges and or commissions for the services provided needed to be addressed.

  Thank you again, and we would have no hesitation in passing on your name to those who will benefit.

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  Dear Andrea, I am writing to thank you for an “excellent job done” in reorganizing my Pensions, Life Insurance and Savings, and because of that I will now be better off than I thought I would be w

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• Bernard M Nyman, BM Nyman & Co

  Dear Andrea,

  Carole and I have been fortunate to have received your advice to take out Critical Illness Insurance. As always, when giving this advice, you told us that you hoped we would be wasting our money. When it unfortunately turned out that we had not wasted our money, you helped us in making a successful claim.

  Throughout all our dealings with you, Andrea, you have been extremely generous with your time, very thorough and totally professional, whilst always being a pleasure to deal with you.

  We will come back to you for more advice and we will have no hesitation in wholeheartedly recommending you to friends and contacts.

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  Dear Andrea, Carole and I have been fortunate to have received your advice to take out Critical Illness Insurance. As always, when giving this advice, you told us that you hoped we would be wasting ou

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• 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

  Read More