“Over many years, Lesley advised us how to maximise our long term savings using SIPP, ISA and GIA. As we now begin retirement, Lesley assisted us in evaluating alternative ways to draw on our savings to meet our spending aspiration, with tax efficiency.”

"Lesley has been my Financial Advisor for several years and has helped me in numerous ways. Apart from organising my divorce settlement, she set up a Trust Bond for my children, put in place a pension scheme, helped in buying property and continues to monitor a long term financial plan she put in place. When I have approached her for more difficult requests she has gone out of her way to come up with a fitting solution"

“Jen is fabulous at explaining everything really carefully, I feel very safe with her advice and she listens carefully so I feel completely met with my needs. She totally understands my situation, is very careful about family needs and I couldn't rate her more highly”

“Jayne took the time to understand my complex personal and professional requirements. I met with Jayne over several meetings to get the right outcome. Jayne investigated every aspect and offered solutions. Jayne continues to help me through a key life event to ensure my financial planning goals are met.”