Testimonials
Read some of the feedback received from clients.I was retiring and needed advice on how to manage my finances. Mike carefully explained how my investments would work. He gives me updates and advice on my portfolio. As someone with limited financial knowledge I trust him to give me the best and relevant advice. He is both realistic and reassuri...
I booked an appointment with Mike to look at the best way, or ways, to protect our finances from Inheritance Tax & Care Home fees. I felt it was time to review our investments. I feel confident that I can contact Mike in the future if I have any other questions. I feel reassured that we have ...
I had several pensions which I consolidated into one and needed pension advice as the pension I had wasn’t managed. This was also the case of my wife’s pension, when she retired early. Mike advised us one of our options which included moving pensions and ISAs. Overall we have been happy.
We wanted to ensure that we were in a financially stable and secure position for our future. Mike has been party to our plans and has helped us to achieve our goals, with prompt and sage advice. We have been able to fulfil most of our objectives. I don't think anything could be bettered.
My pension has been moved to a more adventurous growth policy and is being prepared for me to draw down shortly. We established ISAs for the family including our three adult children. Mike moderates my passion for risk taking, particularly with my pension funds. I appreciate his patient, candid a...
Initially I contacted St. James's Place in relation to our best options to manage my retirement benefits as well as information in relation to stocks and shares ISAs. Mike has built a strong trusting relationship with me and my husband. He has been advising me personally for over 5 years and has ...
