Ian Munro, CEO at CRG, - since
Due to their proactive approach I have regular contact from Phil and the team, in addition to direct remote access to my portfolio via a secure web-portal
Julian Roebuck, MD at Gresham Office Furniture Ltd, - since
The staff are all professional, approachable and respond to queries very quickly.
Paul Davidson, Davidson Site Services Ltd, - since
Richard has advised me for over 15 years and has always dealt with me in a professional but personable way.
John and Cecilia Parker, - since
Over the ten years that we have worked with Richard, he has always provided proactive, relevant and sensible advice.
Jane – anon 2, Cheshire - since
I am very pleased with the advice Jane has given me; I feel she is a good friend.
Jane – anon 1, Merseyside - since
I have been very grateful for the advice Jane has given me and would recommend her to my friends
GOH & LOH, - since
Steven’s help and advice has shepherded our investments through difficult times in an unfussed and efficient manner
Kathy Wallace, - since
I find Steven's personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable.
Darren – anon 2, Cheshire - since
When my husband died, Darren's support and advice was absolutely invaluable to me.
Darren – anon 1, Yorkshire - since
Darren explains financial matters in a very easy to understand way. My wife and I have complete confidence in his advice.