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
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.
Ray
GE Capital Aviation Services
My experience of dealing with Mike has been excellent
Mike engages extensively with me to understand my investment objectives and my investment risk appetite to structure my investment portfolio. My experience of dealing with Mike has been excellent with on-going engagement from Mike for investment updates and indeed to understand if there are any changes in life that need to be considered from an investment and assurance perspective. Mike’s support team are also excellent to deal with and handle all the establishment paperwork effortlessly and provide the monthly portfolio statements immediately. I am very satisfied with my decision to have Mike manage my investments.
Jill V
Novartis
I appreciate Peter's knowledge and ability to explain in lay persons terms
I have known Peter for approximately 7 years. He is very supportive and understanding of my quite complex situation (working in Switzerland, living in France, returning to UK on retirement). I appreciate his knowledge and ability to explain in lay persons terms all the options available to me, and his oodles of patience when asked to repeat on multiple occasions. Retiring is a huge financial transition and Peter has provided good guidance on how to invest my pensions and savings, which has given me confidence that my chosen financial strategy will provide for my needs into the future.
