These are true comments, written by true individuals, seeking the true financial opportunities that fit their personal circumstances.
I had been putting off getting my finances in order as wasn’t sure who to trust
I didn’t feel stupid asking questions or sharing my financial situation. He helped me find my feet and get a hold of what I needed to do now, in the short term and in the long term.
Financial planning for the future and inheritance.
…offered a range of advice and options for my pension and investments. His communication and assurance over the last 6 months has been exceptional.
DON’T KEEP PUTTING OFF WHAT WE CAN HELP YOU WITH TODAY
I recently had my first child and wanted to make sure if anything happened to me, my family would be taken care of.
Andrew helped me acquire the cover to suit my needs.
I have the right policy and at a very affordable price. I feel much more at ease now I have cover.
LIFE KEEPS CHANGING, AND RESPONSIBILITIES CHANGE TOO
I was a first-time buyer and found it very time consuming and stressful trying to understand what sort of mortgage was best for me and I didn’t fully understand everything.
…very patient in going over all details and different circumstances and explaining different examples to me. I was very nervous and anxious about getting a mortgage, but he made me feel at ease and the process was really stress free!!
THERE’S A FIRST TIME FOR EVERYTHING – FIRST HOME, FIRST CHILD, FIRST STRESS-FREE FINANCIAL ADVICE
If this sounds like YOU, we know WE will work well together; enjoy working together; understand each other; and create the optimal plan to FIT your needs for the short, medium, and longer term – TOGETHER.
You like to delegate financial planning issues – leaving and trusting the ‘technical stuff’ to the experts, and listening to / acting on the advice they give.
You know you have, or should have, crucial objectives in life – but would like help detailing those that are achievable and sticking to the plans to get you there.
You enjoy living life with ‘peace of mind’ – keeping things simple, knowing the hard work has been done by someone you trust who is keeping an expert eye on the things that matter.
You take solace from teamwork – working as closely as you wish to work with your adviser to openly discuss and share either the ‘nitty gritty’ or simply the general course of the journey.
You think life’s too short to mess around under the bonnet – let the skilled technicians do the work behind the scenes, whilst you get on and enjoy life – JUST DRIVE.
You can handle the truth – you are ready to hear the truth … good news or bad. It’s life.