You may be at the beginning of your financial journey and looking to establish a financial plan for your future, or heading towards your golden years and needing to consider tax efficient ways in which your estate can be distributed. Whatever the circumstances, we can help you. Our clients value the benefits of a personalised on-going relationship in the management of their financial affairs.
It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.
I thought if you achieved all you said you could you would be doing really well!
We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.
Very well done. Keep it up.
You have two very satisfied clients.
I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.
My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…
Excellent service due to business relationship with our solicitor.
Very efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.
We’re really grateful for the work you did for us. 10 out of 10!
I was so impressed with Katie’s advice. She was very professional, to the point and helped me in what was a very difficult situation. Her advice gave me the confidence I needed and was a real boost.
Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.
Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.