What our clients say
“John did a thorough review or our current circumstances and investment position and came back with a comprehensive review that made sense for us. He also reviewed our mortgage as part of the process and found us a much better deal than our current one. Our annual charges are now significantly lower and our pension is easier to review and manage. We have also seen good growth in the last year so his advice was sound.”
“John found me some excellent mortgages and explained all the options clearly in layman’s language so I could make an informed choice on the best product for me. He went out of his way to fill in all the forms and visit me at home (as my partner was ill) and made the whole process as stress free as possible. John also opened a new pension scheme for me and found an excellent alternative to move existing, fragmented, pension pots under one scheme. All costs were explained and the admin and hassle was reduced to an absolute minimum. He met me at a time suitable to me and there is very little John could of done to improve his service.”
“I'm not sure John could have done anything better as I found him very patient and understanding - repeating things when asked so as to afford an understanding. Summarising and checking my understanding was important to me.”
"John has been exceptional and always helpful."
"John has advised us on mortgages, pensions and investments. John has always acted with integrity, he is honest, trustworthy and 100% reliable. We have no hesitation in recommending John, in fact we have recommended him to our family and friends."
"Allie and I appreciate your input and dedication and perseverance in getting us a mortgage and thank you for your efforts on our behalf."
We are Independent Financial Advisers based in Milton Keynes.
We work with clients at different stages of life:
- 40 to 60: Helping you balance the cost of day to day living, buying a house and your lifestyle, while planning sensibly for retirement
- 60 to 70: Helping you retire on your terms; at time of your choosing, with an income sufficient to provide your chosen lifestyle
- 70 plus: Helping ensure you have the income you need, while putting your affairs in order to maximise the money left to your loved ones and minimise the amount paid in tax
Working with these people we have two jobs:
1. To understand, and then solve, your current financial problems, worries, concerns or challenges
2. To help you plan for the future, helping you achieve your ambitions, objectives and aspirations
Naturally, you can rely on us to take all the stress out of the situation with our friendly approach.
Our clients are typically based in Milton Keynes, Northampton, Buckingham and Bedford, as well as the surrounding towns and villages. Our approachable team is happy to meet in our office or visit you at home or work.
Why do our people choose us?
We take time to understand your worries and concerns, as well as your future ambitions and aspirations.
We invest as much time as necessary in each client. You will never find us watching the clock!
We take a genuinly compassionate approach.
We have huge experience. You might not have bought a house, retired or invested money before, but we’ve advised clients on these matters countless times. You get the benefit of that experience.
We are based locally in an established out of town office, which is easy to reach and has ample free parking.