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Testimonials

Hi Deborah,
just pausing for a moment in the business to thank you for all your help in getting us sorted out with our investments.
You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do.
Thanks so much.

Philip and Julie Thoreau - September 2014
 
 
Hi Deborah,
Once again thanks so much for your time this morning – we always come away feeling positive and on track for our retirement income.
 
Chris and Kathy Hatton – September 2014

 

I have the highest opinion of Susanna's intelligence, competence and integrity and have transferred my portfolio with her when she has successively moved from previous 3 firms to her own consultancy practice.

Professor WK Lacey - June 2011

 

“Thanks for sending the portfolio update.  I really wanted to tell you that I am very grateful, never more so than now, that I came to see you all those years ago in 1987.

You have looked after me and my modest investments very well and although the returns right now are pretty lousy, I do understand that over the years you have done miles better than I could have ever dreamed of myself.

I have absolute trust in you and that continues, as does our friendship.  So very many thanks.”

Yvonne Foreman – April 2008


I strongly recommend Susanna as a financial advisor who:

  • Always listens carefully to what a client really wants to achieve.
  • Acts in the client’s best interest at all times.
  • Has extensive experience working with and coordinating advice from tax and legal professionals.
  • Has been advising clients on investment matters for long enough to have experienced a “crash”, a prolonged bull market and then the worse bear market  in 75 years. She has kept the confidence and trust of all her clients.

Martin Lewington
Director

Testimonials