Testimonials

I first looked to find a Financial Advisor when I realised that as the children were growing up and I had made a few tactical decisions on my financial future by signing up for company pensions. I needed some strategic advice and help to look into the future, to see what it may mean and how to shape my financial position.
Having changed jobs a few times to shape my career I had several company pension schemes that were dormant with no real idea what these would look like at retirement. It was difficult to find the time in a busy life inside and outside of work to look into this.
Immediately in a kind and friendly manner Lawrence reviewed our situation and began to explain the challenges we may face and how we should consider proceeding. This could be quite intrusive to openly discuss your financial situation with someone unknown but Lawrence gave us the confidence that it was a very private discussion and he was here to help.
From our initial meetings and discussion Lawrence helped me consolidate my existing pensions checking carefully the benefits and risk of each one. This would bring my private pension into a single entity which could be managed and enable clear future planning to be used.
Lawrence recommended we move my private pension into an invested platform and as with every decision the benefits and risks were explained very well and made the decision much easier.
For several years I have had a clear view of my future financial position with planning tools and reports that show what can be achieved. I have also known that should I not understand something or have a question, friendly, informed help is only a phone call away. This has meant I have been able to focus on my life knowing that my future is as secure as it can be financially.
There are two key things I have always liked about Lawrence his ability to always give you the confidence of trust, I suppose it goes without saying that you need trust but it is how that trust relationship works that allows myself as the client to have complete confidence in Lawrence.
Secondly I have never felt I have been sold anything, I always feel that an informed decision has been made by myself and I have been given positive and negative aspects of the decision by Lawrence, to make me feel very informed.
I really could not imagine I would be in the position I am today without Lawrence and his advice.
I often hear people say that everything you need is on the internet, I disagree there is too much out there, it can be unfriendly and difficult to understand, to separate what is real and what is fake. In the age of AI having a real person to talk to, to cut through the data to give you clear and confident advice while ensuring it complies with Financial Authorities is in my experience essential.
If you do not have a clear strategy of your financial future, your aims and the how to achieve them then I recommend you speak to Lawrence.

I first met Daniel through a professional networking event and asked for a second opinion on our investments.
I already had a financial planner at the time however Daniel offered a fresh perspective and asked all the right questions.
Daniel’s advice has been clear, considered and genuinely helpful especially around our estate planning and he certainly wants the best for us.
I’d happily recommend him to anyone looking for honest, thoughtful advice.

I originally approached Chris for advice about my pensions and the best way to go forward, at the time I had two separate pension schemes.
The main question I had, was whether to keep them as they were, or change to a Self Invested Personal Pension.
Chris helped me by explaining the differences, and what would be more beneficial to me. Well, the advice was brilliant, and has changed my life dramatically. With what was advised, I managed to clear all debts including my mortgage. I then retired and I haven’t looked back - life is good.
Chris is very approachable at anytime. Leave a message and he will always get back to, with the correct advice.
The experience with Chris ,from my first appointment, to getting things sorted and the journey until now has been brilliant. I would advise anyone who has queries with pensions to give Chris and his team a chance,
Thank you for what you have done,
Highly recommend.

We originally approached Chris because Sarah and I were considering retirement in our mid/late 50s. We needed the best financial advice on portfolio management, draw down and eventual family inheritance.
The last financial step is critical. Our financial portfolio was borderline, so we needed trustworthy guidance. Our fear was that, if we got the plan wrong, we’d be forced back into work at the wrong stage in life.
A wise referral took us to Chris.
Whilst naturally cautious of financial advisers, we soon warmed to Chris. He understood our concerns and could advise from the position of expertise and empathy.
He adapted to our level of understanding of investment markets and filled in the blanks in a way that was pleasing to follow. He led us to strong portfolio and SIPP teams that we have, likewise, formed a trust with.
Chris really looks out for us and our desires. He knows our individual appetites for risk and listens when those change, such as during the recent geopolitical upsets. Having a calm and informed hand on the tiller allows rational decision making.
He now also guides our daughter and we hope that our relationship with Chris and his team will be a very long one.
The sort of person that would benefit the most from using Chris would be someone who has a reasonable grasp of how financial markets work but needs a team player to support and advise on the best tactics.

We have dealt with them for many years

We have dealt with them for many years, very helpful with diverse financial matters, trust them fully.