Top Rated Firm 2026
873 reviews | 3 verified advisers
Nothing
Retirement
Kendra has helped with questions regarding our investments.
Yes we have.
The start a pension
In understanding how my investments are managed and what my options are
Yes
They have satisfied my needs so far.
I had an Anniversary Bond with Teachers Assurance which matured on its tenth anniversary. I wanted to protect it and maintain financial support to remain independent and loan free.
Kendra discusses my financial needs, attitudes to risk and ethical investment and suggests the best portfolio for my needs on an annual basis.
Yes global events hindered progress in the first few years but now I am getting a better return due to advice of Kendra and Philip James
Nothing
Having inherited from parents
Good advice for my queries
Yes
Inheritance
Been a trusted manager of my financial assets
Yes