Meet the team

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.

- Yvonne Foreman

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

Once again thanks so much for your time this morning – we always come away feeling positive and on track for our retirement income.
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- Chris and Kathy Hatton

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

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