Client Case Studies

We are committed to providing the highest standard of advice to everyone we work with – but don’t take our word for it, see what our clients have to say…

“Lisa gave lots of advice with regard to my pension, always balanced and fair, I didn't feel I was being sold anything it was also conducted over a number of meetings with some time to reflect in between each meeting which was appreciated by myself. I felt that we had good conversations about the issues and all my questions were answered fully by Lisa ”

Mr A. CleggManchester

“I have found Ben to be dedicated, passionate and extremely knowledgeable with regards to the advice he has given myself and my partner in financial matters.

Ben has explained in detail the number of options we had when deciding what to do with regard to our pensions and future investments. The way that he explains in detail means you can make a considered opinion based on sound advice.

I would not hesitate to recommend his services which I have already done on a number of occasions to close friends.”

Mr F. BoothManchester

“I looked for a financial adviser due to the pension changes as I am now 55. Matt helped me understand the new rules and how it affects me.

I was considering drawing down on my pension and I'm much clearer now about my options and having discussed my finances have been able to make a decision that's in my best interest.”

Ms L. RoeManchester