“Just a little note to say THANK YOU for being such a bloody brilliant LEGEND and helping us yet again with our house purchase! We really appreciate all your patience, help, guidance, advice and loveliness!”

“'Many thanks for all your work Sham. I have very much appreciated your regular updates and your excellent service. Your pleasant, friendly and business-like approach when speaking via video link has helped to make this a very enjoyable experience. I very much look forward to continuing to work with you.

“As we enter a new year I wanted to place on record my appreciation of what you (Stuart Anthony) have achieved for me as my financial adviser. You work in a wonderfully collaborative way and take great trouble to help identify my needs and, as a result, have made some excellent investment decisions on my behalf.

"Sham became my financial adviser in August 2021, after the retirement of my previous adviser. He contacted me quickly by phone and arranged a Zoom meeting for a few days later. During this meeting we discussed my current situation and investments and he quickly understood my requirements.

“Sham was very efficient and professional in providing me with advice regarding my income protection. He showed dedication & commitment throughout the whole process, taking his time to listen and answer to all my queries with transparency, in a client centred fashion.

“A huge Thank You to you (John C) for all you have done on my behalf – it is much appreciated and I have felt well looked after throughout the process. I can imagine life is pretty busy for you but I never felt like my queries were going unanswered or that I was having to wait too long to move forwards.

Trusting someone you have only met over a zoom call with your life savings is really scary. However, from my first call with Nick (Davies) I felt confident in his abilities & trustworthiness. Nick offers complete professional advice with brilliant customer service.

Alan has been very quick & on the ball in providing information especially when the market place has had substantially increased risk periods.

I was very pleased with the advice and service that Alan gave me. We met in my house and I was very comfortable with him being here - what a nice man! Thanks Alan and I'm happy to act as a referral for any future customers.

Very professional provided an excellent service and found the right cover for me at the right price.