Finance

The service was very fast, efficient and high quality from start to end. The consultation was very helpful and there was no sales push.

Your service has been extremely helpful as an expat it isn’t always easy to know where to get the level of service needed for more complex situations. Thank you so much. 

Very pleased with the introduction, whom I have now retained. I interviewed several prospects and they came out on top due to the crisp, concise answers they provide and the reasonableness of their fees.

It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

A very knowledgeable consultant gave me a thorough explanation of the issues involved, which was extremely helpful.

Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.