What our clients say
I inherited my husband's estate when he passed away. They were mostly cash assets and I was at a loss in managing my inheritance. As I was still working and had a steady income I did not need to use my inheritance. The bank rates were sliding downward rapidly, Alastair helped me to invest my assets in stocks and shares and cash and equity ISAs. He has given me some sound advice and invested my inheritance wisely to maximise my returns. I am happy with the service Alastair provides. He is very experienced, knowledgeable and approachable. He is very patient and explains terms and jargons I find confusing at times, He is very professional and continues reviewing my attitude to risk as my circumstances change. He contantly reviews my investments in order to help maximise my returns. I hope he will continue to maintain his high standard in achieving my investment goals.
Following my retirement I was paid a significant lump sum as part of my works pension. Subsequently my father died and further money became available as part of a Will Trust. Alastair gave excellent advice on both occasions covering all angles, some of which I had never even contemplated. He was very considerate and never pushed for a sale, giving me plenty of time to make a decision. Any further questions I had were answered promptly with easy to understand explanations for which I was very grateful and assisted with my final decisions. Both investments have exceeded my expectations especially in the current volatile environment. Alastair made me very aware that investments were not guaranteed prior to me making any decisions. I am delighted with the progress the investments have made and would recommend Alastair's advice to anyone. He covered every aspect of the financial world and more importantly made sure I understood every aspect of it.
When we got married and acquired our 1st mortgage, we met Alastair for advice on how best to structure our individual financial situations, particularly with a view to savings and products available. Alastair is a very considerate and friendly person, who takes the time to listen and understand your needs (and worries), and will explain details in common-sense terms. He has always taken our views and concerns into consideration, and with his considerable knowledge of financial products has always offered advice and access to products to suit - nothing forced, just services based on our wants. He is always available for help, and regularly visits us to review the overall situation regardless of where we have lived. When products and personal situations change, he has helped to move things around. We have used Alastair for the best part of 30 years, and hopefully will continue for many more. We have a number of investment packages that he recommended to us, and are very happy with. Likewise, I have had a number of different employers over the years, and Alastair has advised on pension products (which to leave, which to transfer, additional contributions, etc.) which have been vital in setting me up for the future.
Many years ago, I wanted to be proactive in saving and planning my financial future. Alastair suggested a savings/investment plan that I still have today. Over the years he has helped both myself and my wife navigate some financial choices and has been invaluable in helping us choose the right mortgage product, pension and investment plans, as well as insurance products such as critical illness cover. Without Alastair's guidance we would not have the portfolio we have today and be in the position of having additional income opportunities beyond retirement. Alastair always helps us keep a cool head during recent global financial ups and downs!. I have known him for over 30 years and he has always operated with the highest integrity, professionalism and competence. He has gone above and beyond several times and helped both myself and my wife when we needed it. We trust him absolutely. Over the years Alastair has worked for different providers, but we have always stayed with him as he takes the time to understand our true needs and has never tried to 'sell' anything. Highly recommended.
In the ever changing world of personal finance, it is important to have the services of an experienced financial adviser. Planning financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology and legislation changes. With over 30 years of experience serving existing clients, their families and businesses, we are in a strong position to help you plan and reach your short, medium and long term financial goals.
We are here to help you realise your ambitions when it comes to financial matters, and make your money work for you. We can also help research and clarify the huge range of products available to you. Our services include advice on:
•Investing your money wisely
•Protection and insurance
•Medium to long-term savings
•Retirement planning advice
•Inheritance Tax planning
•Finding you a mortgage to fit your needs
Modern technology helps us to streamline our business, meaning you get information more quickly and you have the peace of mind that you have a strong and experienced team working with you.