Testimonials
"David gave me clear advice about my options. He took into account my attitude towards ethical investments and risk in terms of where and how I wanted invest my money. He went over anything I did not understand and provided me with information in written and diagramatical formats, which was very helpful. I have had annual reviews with David to ensure my pension plan is progressing as expected."
"David was approachable and friendly, listened closely about my current circmstances and what I was looking to achieve, he offered a balanced plan that met my goals. I was very happy!"
"My experience with David was the polar opposite of my previous encounter with the dodgy "old school" adviser. David is very approachable and friendly but also knowledgeable and pragmatic; right from the start I trusted his advice and never at any point felt pressurised into making a decision, as I had done with my first adviser."
"David talked me through different options. He took into account my current circumstances, my own life choices, my beliefs and plans for the future. This means I felt listened to and not drowning in a sea of overwhelming financial possibilites."
"David took the time and trouble to listen to us and our needs, we were able to discuss thoroughly the issues and investment process. Any items that we were uncertain with or needed further explanation were all dealt with in a clear and precise way.
Gave us confidence that we were dealing with someone who we were happy to be guided by in an area which can sometimes be quite daunting at times."
"David provided advice based on my specific needs and financial situation, after a full review of my finances. He assisted me with setting up a pension and also found options that would give me the best possible outcomes from my investments after assessing my approach to risk. He did this in a way that was straightforward and accessible."
"Firstly, David is an honest, friendly and approachable individual. I found myself immediately at ease with his approach. He undertook a full assessment of my assets, income and expenditure. We used this to plan my future saving targets including a personalised stocks and shares ISA and pension arrangements. He also set up a life and critical illness policy against my mortgage which is essential for my circumstances.
He was also very flexible, seeing me at times that suited me, i.e. outside of office hours."
"David explains very thoroughly the steps he has taken to provide a recommendation - this includes fact-finding, using research consultants to research products on the market. He is an excellent communicator and is keen to ensure I understand the nature of the products and implications of moving my funds to them. He responds to questions quickly, and provides responses in terms understandable to a layman (a very useful skill in complex topics such as pensions) and has a comprehensive understanding of the features offered by certain products."
"We have always felt very comfortable with David's approach to financial matters. He is very prepared to listen to comments and aspirations and provide advice based on his evaluation of the situation. Consider David to be extremely trustworthy."