Testimonials

Leading up to my retirement I was not sure what to do with my pensions but with the help and experience of Graham Heaney he presented me options and guidance on the matter.  We have a yearly meeting where we discuss my pension and financial requirements for the year in hand, and his advice on this has been invaluable.  I would certainly, and have, recommended Graham to others who require a professional and reliable financial advisor.

Rob Aldridge has advised me on a personal level and also on a business level.  His advice has always been very sound and comprehensive. Rob takes an active role with regard to my finances and doesn't just let them 'run their course'.  Rob's scope of advice not only relates to investments, but also how and when to draw down money in the most tax advantageous way.  We maintain a good relationship and Rob has become a friend as well as a financial advisor.  I look forward to our meetings and will continue to take Rob's advice in the future.

Rob has looked after my finances for years now and I consider him a friend; he is always knowledgeable and extremely efficient.  He is pro-active and considers options that will benefit me in the future and suit my changing needs.  I would be very happy to recommend him.

The relationship between advisor and client has to be based on trust, that trust comes from the clients belief that the advisor only ever has the clients best interests at heart. This needs to be backed up by professional competence and that the advisor has enough information of the clients personal circumstances to give the correct advice.  Alison certainly meets all these competences and that is why Alison has been my only financial advisor for over 10 years. Alison has certainly earned my trust.

I/We are fully grateful for Richard's recommendations and guidance; with mind boggling tax and investments.  Truly a delightful guy to work with as well!!