What our clients say
Approaching retirement, I and my wife wanted to get our finances into order, so as best to fit our plans. Flora listened carefully and came up with solutions, backed with sensible advice. Only a crystal ball would have improved her advice!
Stewart and I were always happy with the way you helped us to manage our affairs. And how you were very patient with me, when i didn't always understand what was going on. But i have complete trust in you!
Flora made it all very simple. So simple I wondered why I hadn't addressed my finances sooner. It still took me three visits before I felt certain and confident. In that time Flora was very patient and answered all my questions and concerns. She picked financial products which really suited me.
Very good communication between us together with very clear advice. Have built up a very good working relationship and trust her advice.
All the policies that Flora set up for me have now matured. She was brilliant right to the end we had great communication. It was really quiet sad as It feels like I have lost a friend.
Flora makes solid sensible decisions with the client about investments and planning. Communicates some complex issues highly effectively. Particularly strong in understanding the personal plans of the client. Is trustworthy and hardworking on my behalf.
Flora is very customer focused, easy to talk to and knows her stuff, she is also highly responsive and doesn't cut corners
Flora takes the time to fully understand your circumstances, long and short term objectives, attitude to risk and so on. She has sound technical knowledge and communicates clearly. She has been very flexible and has bent over backwards to fit in meetings / requests for advice etc around our busy life.
Flora is prepared to go the extra mile for you, she is prepared to listen and help even if there is no business there for her.
Flora and I think alike which gives me confidence in her advice, takes my concerns into account and finds solutions to any queries i may have.
I would be willing to give constructive suggestions but as of yet I have not had a reason to critizise my advisor
Flora has spent time getting to know us, so she can recommend the right products for our needs. She is always available to give advice, whatever the query. Financial planning can be complicated and a little boring, Flora makes the process clear and enjoyable!
Flora takes time and care to explain financial complexities in plain English. She always ensures that we understand and have enough information to be able to make a decision about our finances. She has worked with us for a number of years. We had a plan to retire early but comfortably and we have achieved the goal we never thought possible. For us there is nothing we could say that would improve the service we have received from Flora.
A very positive and professional approach delivered in a friendly and easy to understand manner.
Every job is approached in a professional but approachable fashion. The staff are friendly and explain everything, adjusted to each client.
Very good communication between us together with very clear advice. Have built up a very good working relationship and trust her advice
Flora is very personal and approachable to the likes of a novice like myself.
What could they have done better?
From my experience, nothing. I am very happy with the service l recieve. I am kept upto date with regard to my investvestments. Flora is always at the end of a phone or e-mail to give me help and advice.
Thank you for looking at our profile, see our reviews for more about how we work, and here’s a bit more about us:
***We are taking a break over Christmas so please get in touch by email and we'll pick it up in January or phone the office on 28th, 29th and 30th if you would like to speak to someone directly. Merry Christmas!***
When Malcolm isn’t working he’d like to be playing/watching cricket but these days, he’s more likely to be taking part in a toddler’s tea party, drinking imaginary tea.
I’m Flora and I can’t remember what my hobbies were before I had two kids; going to gigs? city breaks? Reading? These days, it’s easier to copy their hobbies; lego, walking up waterfalls, kayaking and climbing. I guess I’m healthier thanks to them, anyway!
We love being a small firm because we love working closely with a small number of customers. It wouldn’t be fair to our current customers to engage too many more, so our minimum advice value is quite high.
We are happy to help with other transactions on a one-off basis, although you might find that you need to contact us directly about those.
We ask you what you want and we help you get there. That is really what we do best. Here is how we do it.
Flora will help best if you need to plan for Inheritance Tax, need an income from your pension or your investments.
Ask for Malcolm if you need to build your wealth or if you're moving home.