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.

Linzi – anon 2, Wiltshire - since

Linzi’s friendly, helpful and informative communications supported me through the maze of my pension.

Linzi – anon 1, Cheshire - since

Linzi did a fantastic job reviewing our current situation and making recommendations that will help us prepare for our future.

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.