What our clients say
My adviser has held my hand through the financial mine field over the last 4 years, he tells me everything in easy terms and has taken the worry off my shoulders for my future. i wish i had seen him sooner.
We called Stephen after finding his details online when our bank told us they could no longer offer us advice. The cost of Stephens service was much less than we paid in the bank, and he showed us our Bank's investment performance compared to the rest of the market. We were shocked that we had been paying more for getting so much less. Thank you for such an efficient, professional and friendly service. We cannot recommend Stephen highly enough. Thank you again
I was a bit anxious at first trying to find a financial advisor but after meeting stephen my mind was put at ease with straight forward, friendly and easy to understand advice, I can't believe how my funds have grown compared to the money in my bank. I know look forward to my review with a natter over coffee and honest advice. It's nice to know there are still people that want to look after there customers as nothing is a problem with Stephen if i call with a query. Thank you Stephen.
The company is one of the largest in the UK with over 1000 advisors with a wealth of knowledge,yet can save you thousands due to small overheads of individual advisers linked to positive solutions. Many years previously working for CIS,Co-operative bank and Axa.
Our financial Excellance covers Essex,Kent & London bringing professional advice to your doorstep.
we specialise in understanding your needs.
By giving good honest advice, without the use of jargon, clients are very impressed with our level of service and commitment. Do not delay book, your appointment today!