About you
Our clients value our professional advice, delivered in a friendly, relaxed and straightforward manner. With empathy and integrity, we focus on guiding our clients to achieve their financial goals both now and in the future.
We understand that your financial needs will change throughout your life and at different stages. That’s why our independent advisors specialise in helping the people who are:
What our clients say about us
We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals. Results from our client survey in June 2024 show that:
I have had the pleasure of having John Pickles as my advisor for the last 14 years. He has been a great support to me while setting up my investments after my divorce. I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness. I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary. Over the years, John's presence and help has been invaluable.
A client since 2008
Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.
A client since 1999
I think that the remuneration you will receive is very reasonable indeed given the time, effort and thoughtfulness you have evidently put into considering all aspects of our problems.
A client since 2018
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.
A client since 1999