Neal provided Hannah with practical advice which perfectly suited her needs.
Testimonials
Olly was extremely patient and knowledgeable when helping Geoff & Ruth rewrite their wills.
Jas & Sue found Neal to be someone they could trust with their finances and future.
Jean-Michel's expert guidance and negotiation skills enabled Vinnie to achieve a positive outcome.
Olly guided Justin & Christina through everything they needed to know in a very professional and friendly way.
Jean-Michel displayed great financial knowledge in a friendly and patient manner.
Aliya's financial situation was carefully considered and her options were presented in a clear and effective manner.
Jean-Michel patiently answered Hilary's numerous questions and provided clear, jargon free advice.
Des believes Olly's wealth of experience and conscientious approach was invaluable.
Neal is very approachable, highly professional and extremely knowledgeable.
Rob was impressed by Neal's thorough, down to earth approach, and the genuine interest shown in Rob's personal goals.
Ana trusts Neal's experienced, professional judgement and feels in very safe hands.
Nirja is grateful for our pension and retirement recommendations which were easy to understand.
Alice was offered simple but effective advice with thorough plans for early retirement.
Jean-Michel displayed expert knowledge, advice, and a genuine desire to understand my needs.
Tamara was given the confidence to take a more active role in her financial future.
Jean-Michel provided Deborah with clear and thorough financial advice.
Bryan's portfolio achieved above average returns.
Guy & Mal emerged feeling energised and full of ideas.
Liliana is grateful for things being made easy.
Nishi found Jean-Michel to be very knowledgeable and helpful.
Edward and Linda are happy they have a plan that suits their budget.
John and Lesley are very happy.
Carol looks forward to continuing to work with us.
John is more than satisfied.
Chris appreciates financial matters made easy.
Cathryn feels more in control of her Finances.
Steve & Phyl would not hesitate to recommend us.
Neal was fantastic - explaining clearly and precisely exactly what I needed to do.
James and Eileen have been particularly impressed.
Working with us provided Donna & Tim Davis with peace of mind.
Andrew values our excellent tax planning services.
An exemplary professional service
Neal is a True Expert
I can heartily recommend Neal. I found him highly professional.
I am extremely happy with their advice and continued guidance.
I have recommended Neal to friends and family and I believe they also are very pleased.
Significant savings on tax and growth in investment / pension performance.
We have already referred our families and friends to Neal.
Neal provided a very professional and personable service.
I would strongly recommend using his services without hesitation.
I am completely satisfied with the advice I receive.
Whenever we think about making a financial decision, Neal is always our first port of call.
Wealth Management Advice
Neal has a very hands on and personal touch and has always acted with absolute integrity.