Working with us provided Donna & Tim Davis with peace of mind.

Posted on May 21, 2013

"I was originally a corporate client of yours and retained services personally for your professional financial expertise, assistance and recommendations, which proved fundamental to my ability and decision to retire. You greatly assisted my husband and I in taking our pension annuities and tax free lump sums, undertaking open market surveys, resulting in substantial enhancements to our monthly income.

After the sale of our house, and after investigating various options, we decided to invest in a stock market related product recommended by our Chartered Planner.  Prior to this Neal had taken a holistic view of our financial affairs and recommended a product within our elected risk profile.  We have been very happy with the subsequent investment returns, ongoing service and information provided.  This has been assisted by an excellent back office and administrative service, which also included a bonus of writing to all our pension providers on our behalf with our change of address details when we moved house.

We will meet with Neal at least once a year, usually at our home, to discuss our overall investment portfolio, including building society accounts, cash and equity ISA accounts, but is available by email or phone during normal working hours to discuss or recommend anything relating to our financial affairs.

Overall, Neal has provided us with a bespoke, professional service.  He is attentive, informative, friendly and certainly never puts us under pressure to make any decisions.  He will listen to our queries and concerns and provides informative and sound advice which is completely in tune with ourselves.  We value his sound judgement as he explains the miriad of financial products in layman's terms.   Beyond the investment arena, he has also been able to  recommend will writing, trusts and mortgage professionals to an equally high professional standard.

Their professional and impartial service has provided us with piece of mind and we are very comfortable with our current financial status, thanks to them. We highly recommend their services and have already done so to family and friends."

Donna & Tim Davis, Retired, Hampshire.