Very knowledgable, in depth analysis of my current financial situation. This was followed up by helpful well explained documentation. After this well thought of advise which I'd taken up. Perfect,...
excellent levels of service, very quickly understood what my requirements were and gave me a choice of options that as a non-financial expert i could understand - based on my experience with David...
Very professional but friendly st the same time. Rang when they said they would ring me. Explained things clearly and succinctly. Very good experience and service
Graham was extremely helpful and ensured any questions I had were answered. Everything was laid out, and easily explained, as well potential ways to grow my pension pot.
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.
