We approached John as we were looking to invest capital for long term income and growth. We had invested with our bank before and we not happy with the returns or service. John has helped with all our investments making them much more tax efficient and saving us a potentially large Inheritance Tax bill. Overall, John's advise has been very good and we are very thankful for all his advice.

We wanted to move our life insurances to our limited company. John walked us through everything and answered any questions we had in other areas that were relevant. The advice was excellent and always delivered in a way that was easy to understand. We have and are very happy with everything so far. We'll be using John for all our future planning etc. John could do genuinely nothing more, we were absolutely satisfied with the advice and service we received. Highly recommended.

I was looking for Pension drawdown and after discussions with a number of local advisers believed that John would be the best person to look after my pension funds. Initially John completed a detailed assessment and clarified with me that he understood my requirements and then proceeded to offer his advice on the best way forward clarifying costs. To date I have been happy both with the service that John provides and performance of the portfolios that he suggested.