Testimonials

We were looking at options to invest wisely but also in a tax efficient way and with a view to reducing our inheritance bill where possible and appropriate.We have had a number of advisers in the past, but they have never stayed for long, continuity of service and adviser is most important to us, especially as we get older so that we know that we have someone who understands our wishes and also the wider family.

We felt that they listened carefully to us and understood our situation. They also demonstrated that they knew what they were talking about with their experience! Appropriate policies were put in place which have allowed us to make plans for the future safe in the knowledge that each of us and our children will be catered for in the event of anything befalling one or both of us.

Their approach is always friendly, sympathetic, informative and conversational. It is always a pleasure to have a meeting with Sarah and Rupert. You both return calls promptly and always put us at ease.

Rupert and Sarah have become our trusted adviser and relationship manager and we have total faith that they have ours (and our family’s) best interests at heart. We think anybody who values honest, informative financial advice but also a broader world view on a personal level, particularly looking out for the wider family situation could benefit from speaking to them.

Rupert & Sarah have always shown how much they care about us and our futures and I am sure they are/would be the same with any of their clients – it’s the sort of people they are.

I needed help with planning what to do with my multiple pensions
Cash them, leave them, consolidate them and if I did cash them or consolidate how and where to invest.
I was so confused.
Who should I ask?
Who could I trust?
Thankfully I found Rupert.
He took me through all of my options not using any confusing jargon and made my choices clear for me.
The approach was very friendly, I felt no pressure to come to any conclusion and was left to make up my own mind in my own time.
A weight off my mind and some clear paths forward for me to choose from.
He also advised how I could improve my returns from my diverse savings.
If you like me are nearing the end of your working life, reach out and get advice so you can enjoy your retirement knowing that you have made the right choices.

What we value most is a long-term relationship with continuity of care. A strategy which is personal to us, incorporating regular reviews and with people we enjoy spending time with and most importantly trust.

Sarah and yourself provided a very successful and comprehensive resume of options to help with dealing with our monies. By including the wider family in our discussions around inheritance we knew that the solutions we were putting in place have been understood by everyone who may be affected in the future. This is really reassuring for us and also the family know who they can turn to in the future. Thank you!