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Recommended as best for: Independent and knowledgeable advice
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They save you money, in a friendly, simply to understand way.Today, they saved my over £200.Thank you Clifton Nash
“John provides an excellent service. I would recommend him to anyone looking to protect their business through insurance.”
“I wish to simply thank you for your excellent delivery of service and advice to date as well as to recognise the superb manner in which you conduct your business.Previous encounters with financial planners have always left my partner and me not only frustrated but also very sceptical about the benefits of a financial planner. We had left every one of these meetings feeling like we’d just been ‘sold to’ and unsure as to whether or not our best interests had been the motivation of the person we had met with.However, I am thrilled to say that you have most definitely broken that mould and, since engaging your services more than 12 months ago, we are continually pleased with the outcome of the meetings we have had.Your approach is friendly, polite, informative and concise. Your attention to detail is excellent and your follow up to our meetings is always very timely. There is never a hint of any ‘hard sell’ and we always feel that you are acting only in the best interests of our financial future.It is such a relief to have found someone we can trust and talk to openly about our financial matters and for this, we cannot thank you enough.I would wholeheartedly recommend (and indeed already have!) you and your colleagues to anyone we know and very much look forward to continuing our working relationship with you long into our future.”
“John's attention to detail and knowledge of the industry is second to none.Would recommend him in an instant”
“I have been given financial advise from John on several occasions over the past few years. I have always found his advice to be fair and unbiased, his service very professional and would recommed his services to anyone.”
“I have used John for both my own Financial requirements and also for those of my Clients for many years.I have always had the most professional service from John and the feedback that we receive from our Clients indicates that they have experienced the same.We will continue both using and recommending John and have no hesitation in putting his name forward.
“John has been overseeing my personal and business related financial planning for well over a year now and advises me on the best way forward with regard to investments, pension and general financial planning. His integrity is unquestionable and I have the utmost respect for his depth of knowledge in this field. John's proactive approach means that I can relax in the knowledge that he will bring things to my attention if they need revision. Aside from all that professional stuff he's also an extremely nice bloke who I enjoy dealing with whenever we meet up.”
“John takes time to understand your personal situation and responds in a positive and helpful manner. He takes time to find the best product and explains them in layman terms.I thoroughly recommend him.”
John isn't a salesman. You tell him what you have in mind, and he'll do his utmost to find a product and provide a service, to match YOUR requirements. No pressure sales! (And the patience of a saint!) I've known John for about five years, and our company has used his services more than once in the last two years - and will continue to do so. He's a gent, a true professional. Recommended without any hesitation!”
Last year I used Richard to sort out my existing pension to check out what my options were. He was great. I had a frozen company pension from years ago which I never really understood and had just stuck my head in the sand over!Richard recommended what were good elements to leave in my existing scheme and a lump sum that we should move to a more productive scheme.It was all so painless and re-assuring that an expert specialist in this arena was able to advise what was best for me and to action it so that I could keep my head in the sand for a little longer!! But make more monet. Great.
Henstaff Business Centre Groesfaen Cardiff
CF72 8NG
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