Testimonials

How did Geoff help you?

We had a totally informal chat with no pressure, and I was given all the choices on the options for my pension pot. We ran through what I needed to live on and my expectations for the future. At the end of the consultation, I was able to make a fully informed decision on the best approach and path to take that would maximise my pension for now, and in the future.

How has Geoff helped you since your last review?

Geoff always keeps us up to date with our investments etc., we are always happy for him to give us advice as we have every confidence with his expertise in this field.

How has Geoff helped you since your last review?

Geoff is an essential part of our on-going financial planning. I can honestly say that since switching to Geoff in 2014 we have increased our wealth substantially. This is due to Geoff general lifestyle advice and financial advice. Geoff is the only FA that 100% understands our family and our needs.

Have you seen the outcome you were hoping for?

We feel very comfortable with our decisions owing to the due diligence that Geoff and his team performed. The service we received was professional and first class at all times.