Andy could not have been more helpful and professional. I needed some advice about my pension but didn't have a clue what I was doing or where to start. There were delays + complications where I was between jobs and pension schemes, plus I was hesitant about providing some information where I'd not approached a financial advisor before. He was really understanding about all those things. I didn't feel like any question was too silly to ask (even though some probably were!) and Andy was really good at explaining things in a way I could understand. Totally recommend! Date of Testimonial: 18/11/22

Very many thanks for a particularly interesting and useful exchange of information at our meeting yesterday, regarding Care Fees Planning. I found our meeting and discussion to be extremely co-operative and informative , exceeding my expectations. I was given much more opportunity to explain my objectives and what was important to me during our meeting, than I was with the other IFA firm I spoke to. Date of Testimonial: 20/04/23

Andy has been working with myself and my partner to obtain a mortgage in a difficult financial environment. Andy has been a huge support and has worked tirelessly to source the best offers on the market. Andys extensive knowledge of mortgages and mortgage suppliers has been second to none and would not hesitate to work with him again if the need arises. Date of Testimonial: 27/04/23

Thank you so much for all your help with arranging the Bridging Loan Andy. You’ve been so helpful and supportive. I will definitely use your services when Mum’s property sells, for advice on the best way to invest the proceeds to pay for her Care Fees. You have provided clear and easy to understand information in a very professional manner each time, dealing with my questions and queries very promptly. Date of Testimonial: 24/04/23