We originally approached Chris because Sarah and I were considering retirement in our mid/late 50s. We needed the best financial advice on portfolio management, draw down and eventual family inheritance. Whilst naturally cautious of financial advisers, we soon warmed to Chris. He understood our concerns and could advise from the position of expertise and empathy. He adapted to our level of understanding of investment markets and filled in the blanks in a way that was pleasing to follow. He led us to strong portfolio and SIPP teams that we have, likewise, formed a trust with. Chris really looks out for us and our desires. He knows our individual appetites for risk and listens when those change, such as during the recent geopolitical upsets. Having a calm and informed hand on the tiller allows rational decision making. He now also guides our daughter and we hope that our relationship with Chris and his team will be a very long one.

I first met Matt 10 years ago on the recommendation of my accountant. At that time while running a LTD company and having collected several disconnected pensions our financial future was becoming complex. I had no desire to manage all our joint investments and pensions, added to which I had no clear idea as to the best way to make these financial instruments work in our favour over the long term. We’ve been with Matt now for many years, during the period when our careers were running flat-out and now just into retirement – there is no doubt that our future would not have been as secure without Matt’s constant attention. If you’re enjoying or getting toward the end of a successful career, particularly if you’ve moved around with your employment with the attendant complexities in pensions, stock options, savings, investments etc. I’d highly recommend talking with Matt – he knows things, and he knows people, which together deliver educated choices about your specific situation and future

I have no hesitation in recommending Matt to anyone looking for financial advice and have already introduced several of my friends to him. I originally met Matt after being made redundant and needing advice on what to do with my company pension. He was recommended to me by my mortgage advisor, and I am so glad he was. Matt was able to demystify the world of pensions and provide me with the knowledge and information that I needed to confidently move from a restrictive workplace pension to a more flexible personal pension which better suited my needs. I have a fairly cautious approach to investments and my finances, but Matt has been incredible at patiently and carefully reassuring me at every stage and ensuring that I completely understand the most complex details. The advice that Matt has given me has resulted in me now having the financial freedom to retire early, buy and develop my forever home and put me in a very strong position financially.

I originally approached Chris for advice about my pensions and the best way to go forward, at the time I had two separate pension schemes. The main question I had, was whether to keep them as they were, or change to a Self Invested Personal Pension. Chris helped me by explaining the differences, and what would be more beneficial to me. Well, the advice was brilliant, and has changed my life dramatically. With what was advised, I managed to clear all debts including my mortgage. I then retired and I haven’t looked back - life is good. Chris is very approachable at anytime. Leave a message and he will always get back to, with the correct advice. The experience with Chris ,from my first appointment, to getting things sorted and the journey until now has been brilliant. I would advise anyone who has queries with pensions to give Chris and his team a chance,. Thank you for what you have done, Highly recommend.