Karen & James,
In our care since
My husband and I needed guidance and advice for handling our finances and making sure we had enough to retire on. Ian has been brilliant at doing this. From the moment we met Ian we felt at ease. He’s been a delight to work with, helped us focus on what is important to us and our future, been prompt with his replies and completely honest to our multitude of questions. I am so glad we chose to employ Ian to help us rather than struggle with sorting our finances ourselves. It has been money very well spent. We now have peace of mind and can rest easy that our future will be secure. I can’t recommend him enough.
Book a meeting with us
Book a meeting
The best way to get to know us is a face to face meeting. That sounds very formal but trust us when we say that it isn't!
It's a relaxed conversation about you, your life and your goals. There’s no pressure, in fact we never let you make a decision there and then. We’ll always send you away to sleep on it.
Please note, when booking a meeting we will ask for your name and email address. We will only use this information to confirm the meeting and location. We guarantee it will never be passed to a third party.