Testimonials
Read some of the feedback received from clients.Nick quickly understood my requirements and incorporated them into his advice. He has taken account of my best interests without sales pressure, and has developed ideas for future life changes. I have recommended him to friends.
Nick's financial review process was very thorough and professional, and took full account of our family circumstances and priorities. There was no pressure to invest in anything we were not comfortable with and the process was relaxed and friendly throughout. Nick identified a number of potential...
Nick has been providing me with sensible, proactive financial advice for about five years. At all times he is diligent and professional but never tries to do a 'hard sell'. His initial fact finding exercise and resultant report, with suggestions and recommendations, were both illuminating and hig...
Lucas has been invaluable in helping me to ensure all aspects of my personal and company finances are in the strongest position possible. I have very little time to look at whether what I've earned is used to its full potential and this is where Lucas really helped.
I have recommended Lucas to a number of my work colleagues and family friends already – always very professional, and without the use of jargon. Lucas has helped me to look at the bigger picture, invest money appropriately thus allowing me to not only protect my family but also to maximise the po...
I have very little time and to be honest, even less inclination to do anything other than spend the money I earn. Lucas has given me peace of mind with my finances and helped me to plan for the future.
Having recently bought a house, got married and had our first child, things are very much in a state of flux, I thought now would be a good time to get professional advice. Lucas really took the time to get to know my situation before offering advice. I would recommend him to anyone.
A truly dedicated professional who explores all your circumstances and aspirations thoroughly before advising…
Nick has been advising me for over 8 years. Whilst I appreciate that my investments are very modest in comparison to some of Nick's clients, I've always found his commitment to customer service outstanding. Personally I have an aversion to administration and all things financial, yet Nick has gon...
Nick has advised me for the last 10 years and in that time has been invaluable in helping to manage my finances as my situation has changed. His advice is always given in a thoroughly professional and intelligible manner, which has made the whole process far less taxing. I have had no doubts in r...
I have always been sceptical about financial advisers and their professionalism so was reluctant to take the opportunity to meet with Nick. However, its definitely been the best decision I've made in dealing with my pensions and life assurance requirements and has really taken a burden off my min...
Nick has been helping me out for over six years now with numerous financial matters. I always find him to be honest and helpful, his enthusiastic personality often able to lift the dullest subjects. He's prepared to help me out with all issues, or point me in the right direction to one of his con...
Nick provides objective and sound advice for short, middle and long term financial planning objectives. He is likeable, professional and polite, was originally recommended to me by a friend and is someone who I will happily continue to recommend to other friends.
