TESTIMONIALS: FINANCIAL ADVICE

Here is a selection of a few of the testimonials we have received:

"Neil helped me organise a pension following my divorce. He recommended a product which has performed very well in the three years or so since the initial investment.
In a recent review, he gave me excellent advice which meant that I discovered that I am able to retire next year at the age of 55. This is five years earlier than I had assumed that I would be able to do. Furthermore, he explained how I am able to withdraw an income I can live on in a tax efficient manner.
He has helped me plan to achieve a work free, stress free, better quality of life that enables me to retire at the same time as my new husband.
Thank you Neil, for your expert advice and helping me to focus on quality of life whilst still young enough to make the most of it."
Victoria Osborne

"Neil is a very competent and experienced professional. He listens well and quickly picks out the key issues. The advice which he gives is practical and relevant. At no stage have I felt pressured to buy his services. A session with Neil is like a conversation with an old and trusted friend."
Richard Ollin, Gloucestershire

"Very courteous, well prepared and methodical, only moving forward when satisfied we had understood each part."
Edward Gillespie, Cheltenham

"I'm so grateful to Neil for his support that when my other pension options approach maturity I'll be contacting him again, and he is now on top of my list to recommend to colleagues and friends."
Terry Anderson, Cheltenham

"Excellent service from a truly independent adviser - why go to anyone else?"
John Lannon, Cheltenham

"The service was excellent. I was given clear advice and a detailed written report confirming that advice".
M. C. Jones, Cheltenham