Please click on a tab below to see what our clients say about us.

Peter NicholsonAlan Waters

Pete & Irene

“I found my Adviser very helpful. He took the time to go through all of my different savings and investments, and then produced a comprehensive report. It highlighted the pros and cons of all the different retirement income options I had. The details of the report were specifically tailored to my requirements and I found it very professional.
I am now retired and 3 years into my ‘new way of life’. My wife and I really enjoy spending time with our family including our grandchildren – who keep us very busy!”

Peter Nicholson.

Alan Waters

“I am really pleased with the service. I’ve had a great experience with all the different aspects of it – from meeting my Adviser, to having my queries dealt with promptly by the Client Services team.”

“I am thoroughly impressed with the communications I receive, particularly the newsletters which regularly keep me in the know.
I am confident in the service, knowing that my investments are looked after which takes the financial burden off myself and allows me to spend more time on my hobbies. Since retiring, I enjoy taking my horses out, playing cricket and playing bowls, which my partner and I have recently taken up.”

Alan Waters.