Testimonials

Whilst I understood the need to plan, I work full time in a busy job and I am not motivated to understand the detail of financial management.  In that context I found Michelle to be considerate, concise and clear.  Michelle listened, asked thought provoking questions and pulled together comprehensive documentation that helped us to make decisions about our future with everything in one place.  Michelle helped build my understanding and most significantly, my confidence when dealing with this type of thing in the future.  We are both very grateful for Michelle’s support and her approach.

I have been an extremely satisfied customer of Michelle’s since 2019.  I think Michelle is an accomplished adviser, through her advice and support I have been able to change my life.  As a member of the over 55 age group, finally sorting out my pension pot has provided me with choices and Michelle has played a huge part in this process.  After a busy working life, I really can say that Michelle has helped me to put together a pension plan that will benefit my life choices and provide me to achieve financial freedom, something I never thought I would.  Michelle’s knowledge and expertise of the financial markets and products are her key strengths but her people skills and capabilities to support her clients are outstanding.  I am grateful for your help and understanding, you have given me so much more than financial advice.

I have had two mortgages arranged by Dan in the last three years and would never consider using anyone else.  He found me the best deals and consistently kept me updated as the applications progressed.  Dan has also reviewed private pensions that my wife and I took out over 20 years ago and moved them onto a more appropriate arrangement to suit our current needs.  The level of professionalism, expert advice and guidance from Dan has been outstanding, and I have no hesitation in recommending using his services.

Thank you Rachael for everything you've done. I wouldn't be able to go through all of this without your constant support. I very much appreciate your professional and human approach. You have always been here for me when I needed. Thank you so much.

We can’t thank our mortgage adviser, Dan, enough for his exceptional support.  With Ceire being a PhD student on a stipend, getting approved for a mortgage was challenging, but Dan made it happen.  His expertise and dedication were evident throughout the process.  He also sorted out our life insurance!  We wholeheartedly recommend Dan’s services to anyone looking for a mortgage, he truly goes the extra mile.