The service provided by David was professional, attentive and efficient in meeting my financial requirements. From the detailed financial background interview, through to the explanation of how CW...
Very happy with the service provided by Dharmesh, Leanne et al, Went to great lengths and depths to ensure that I was fully informed of all considerations. I now feel like I actually have my finances...
First class service that is definitely worth the, very competitive, costs
Everything was presented in a clear and confident manner and all my questions were answered either; in full without hesitation or with a clear statement stating it was an opinion and where applicable...
Great service, helped me set up my pension and took away all the stress of sorting it out myself. Graham was extremely helpful and if I needed any other finiancial advice I wouldn’t think twice about...
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.
Zpětnou vazbu shromažďujeme nezávisle jménem společností, které s námi spolupracují. Naše platforma oslovuje pouze ověřené kupující, takže si můžete být jisti, že čtete recenze od skutečných zákazníků.
Recenzi na Feefo mohou zanechat pouze zákazníci s dokladem o nákupu. Zajišťujeme to tím, že kupující oslovujeme okamžitě po transakci.
Ověřujeme, zda recenze pocházejí od skutečných zákazníků, a to tak, že je přiřazujeme k prodeji nebo transakci. Lidé jsou vyzváni, aby zanechali recenzi, až po nákupu v daném podniku.
Ověřujeme, zda recenze pocházejí od skutečných zákazníků, a to tak, že je přiřazujeme k prodeji nebo transakci. Lidé jsou vyzváni, aby zanechali recenzi, až po nákupu v daném podniku.
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.
