We provide a truly personal service on a face to face basis. We are a small family owned and run business who support clients locally and the whole team is at your disposal to ensure that you get the service that you need. We provide specialist advice on all aspects of pensions and investments including long term care planning. We also help clients with protection plans, estate planning & IHT advice.
I would like to thank Tim for all his help and advice. The amount I received after fees was over double the original amount being offered by my pension administrators. So it was a really good outcome, and I’m so pleased I asked Tim’s advice before accepting the original amount.
You provide thorough reviews of my finances, sound advice, which is well explained. Together with a professional approach, sound judgement, responsiveness to queries.
Three things that you do that I value highly. Firstly, you are available, in person, to discuss matters. Secondly, you have a good mental picture of my requirements and lastly, but of huge importance, is that you are a good communicator.
The value you bring is the time you take to understand the client’s situation, your knowledge and your independence.
I can say that I feel supported and encouraged in the (for me at least) tricky business of looking after money. The advice you have given seems sensible and I never feel pushed into any decision. I feel as though my decisions will be supported, however idiosyncratic. I value the fact that I am kept in mind – I feel that you are near at hand if I need you and you always answer queries quickly and thoughtfully.
Tim has helped me for many years now to invest and make financial plans for me and my children. He explains in simple terms and provides a very professional and personal service. He listens and makes sure he understands what my preferences are at every step of the process.
Tim is very knowledgeable and explains clearly why he is recommending a particular strategy. Most importantly, he takes the time to find out about your ultimate goal, personal circumstances and the risks you are willing to take, before suggesting a way forward.