What our clients say
John has always fully explained every step of the way what he is doing, because sometimes financial talk can be hard to understand! He's always smartly dressed and on time for our appointments. He spends alot of time listening to my needs, before advising us with always more than one way to choose what he feels us right for us and we are comfortable with. John always let's us know how much the cost will be before he goes ahead, so your never hit with unpleasant bill you didn't expect. I would defiantly recommend john, he's now become not only our financial advisor, but also a very good friend. It's always a pleasure to pop our kettle on for johns visits. A good nights contented sleep is always had after his visits.
John explained all of the options that were available in plain English, and didn't mind when he had to repeat something because we didn't understand the first time. He spent a lot of time ascertaining what we wanted the pensions to provide for us in the future, & then set about helping us to achieve these goals. The fact that he's a very friendly and down to earth guy helped the process immensely.......he's never in a rush & is very patient so you don't feel pressured in any way. This is the first time we've had to seek help with financial planning & it was quite a daunting prospect, but John inspired a lot of confidence from the very first meeting & this has continued all the way through.
“Where do I start? I’ve known John many years, as far back as school, and even then he was a genuine, kind and thoughtful person.
I find him to be very knowledgeable and when I struggle to grasp the subject, he takes the time to explain things until I understand. He is friendly, honest, approachable and professional.
I can trust him implicitly and know that the advice that he gives is the best for me. I have and will continue recommending John because he delivers a first class service."
“John explained everything to me in language that I understood and genuinely had my best interests at heart to get me the best pension/annuity possible. He took the headache of sorting everything out away from me and I will always be grateful to him for this. Nothing was too much trouble and if I had a query he would respond promptly. If you need an IFA I would highly recommend John.”
Our goal is simple: to help you live the life you want, without having to worry about money.
How do we do that? By providing High quality, independent financial advice, to clients across Yorkshire and Derbyshire.
We help three groups of people plan their financial future, and solve their financial worries:
Fortysomethings: With competing calls on your money, we will help you plan for the future, whilst ensuring you can enjoy life today.
People 5 – 10 years from retirement: Your mind will be increasingly focused on retirement. We will help you plan carefully for this stage of your life.
People retiring now: We will show you how to turn your pension plans into sustainable income for life, whilst leaving something behind for your loved ones.
In many ways, we are just like you: Straight talking, down to earth, but wanting the best out of life. Our independent financial advice will help you get just that.
We are local to you. And will make the effort to meet with you in your home, place or work, or somewhere else convenient for you.
Working with us, you can be confident your financial future is in safe hands.
By listening carefully, we can fully understand your financial concerns and future objectives. When we've done that, we produce a financial plan, which we guarantee to explain in plain English.
We know out clients want us to ‘tell it to them straight,’ whether it’s good or bad news.
You can rely on us to do just that.
Making the complex, simple:
Pensions and investments can be very complicated. You can rely on us to translate the complex stuff, so that you can understand it. Our clients tell us that this sets us apart from other advisers.