Top Rated Firm 2024
43 reviews | 2 verified advisers
He’s been excellent.
To tidy up our pensions
Financial planning. Life insurance advice and pension advice.
Yes
It's too soon to say, but the service so far has been excellent and I am very happy.
Financial planning following potential sale of business
Provided a detailed financial plan taking into account personal and family circumstances
It's early days yet but I am happy so far
Nothing
Move to self employment
Advised of Critical Illness and Life Insurance
Yes
Nothing
Looking to take early retirement
Setting out a plan to meet our financial needs, giving us a better understanding of what was required to retire early & has been very informative & helpful .
Yes
Nothing. Perfect.
I needed advice with how to best use the my late husband’s insurance to provide for my children and I.
Financial planning and making the best decisions for my future.
Yes, it’s always very informative and helpful speaking to Guy.