“Andrew was recommended to me on the death of first husband. Andrew has shown patience in advising me on the best way to invest my money. He has been my adviser for over 20 years. If I do not understand, he takes time to make sure that I grasp the meaning of his advice.

I feel Andrew gives the best advice. I have never been disappointed and, what’s more, I trust him.”

About Jacky

Jacky is a long-standing client of ours. She initially came to us upon the death of her first husband. She was overwhelmed with the financial organisation required and uncertain as to the best steps going forward.

What we did

We got to know Jacky and helped her by creating a thorough financial plan. The plan included an investment strategy, starting from “ground zero”. Jacky had little financial knowledge or experience but was keen to learn; we made sure she understood every decision and guided her every step of the way.

Jacky today

We continue to be Jacky’s trusted adviser. She knows she can ask any financial question; big or small, and she knows that we will give her a jargon-free answer that she can completely understand.

Jacky now has complete peace of mind for the future.