Ali Pope
I highly recommend Kieron Donovan to anyone looking for reliable and transparent financial guidance.
We have been working with Kieron Donovan and we are very pleased with the experience. He has been professional, knowledgeable, and provides clear and practical financial advice tailored to our needs. Communication has been excellent. I highly recommend Kieron Donovan to anyone looking for reliable and transparent financial guidance.
Darren Davidson
Investment explained simply
I find the whole topic of financial investment somewhat overwhelming but Kieron’s excellent interpersonal skills made the whole process simple and straightforward.
Susan Oosthuizen
The service has been excellent
The service has been excellent and he listened to my concerns and helped and guided me on my retirement path.
Sunil Kumar
Leo has been a great investment adviser
Leo has been a great investment adviser. Over the past few years he has helped me and guided me alot, always given me honest feedback.
Robert Skinner
Excellent and Understandable Advice
The service he has received has been excellent and very easily understandable. Leo is consistent in delivering feedback when asked
Phil Reynolds
CEO
I found Guy to be professional yet highly personable.
Guy helped look over my personal wealth affairs and provided sound advice and support. I found Guy to be professional yet highly personable. I would recommend his services to others.
Simon Levine
Partner & Joint Head of Legal
Guy is a very approachable adviser who is well organised and can explain his recommendations very clearly.
Guy is a very approachable adviser who is well organised and can explain his recommendations very clearly. He has a good manner and looks after his clients well, making sure that there are regular catch ups. I would have no hesitation in recommendation Guy as a financial adviser.
Adam
Perfect person to speak to.
Jamie was a great person to speak to. He helped me from the first minute I contacted him he set up a meeting with me straight away and made sure he could meet the times I could do. When speaking to him he helped me understand a lot and create a financial plan for myself so that I could reach my goals. Perfect person to speak to.
Juliet M
Syngenta
Peter provided expert financial advice relevant to my circumstances.
When I was recently made redundant I felt overwhelmed about my financial future. Thankfully, Peter was there to provide expert financial advice relevant to my circumstances. He helped me understand my pension options (CH & UK) and was available to answer my many questions about complex topics in a clear and concise way. I never felt rushed, despite critical time paths, Peters’ approach demonstrated patience and understanding combined with comprehensive financial guidance.
Sam Cornelius
International Employment Lawyer & Trained Mediator
Very flexible and responsive
Jason is a customer-oriented advisor who provides his services in a professional and competent fashion. He has also always been very flexible and responsive. I would have no hesitation in recommending him to any of my friends or family.
