I first met Nick 23 years ago. As a person in my late 20’s I had not taken financial advice and was very worried about dealing with an insurance adviser direct as opposed to a bank or building society. Nick put my mind at rest the first time we met, he spent ages just talking to me trying to understand what I wanted. Nick continues to see me every year, he keeps me focused on my plans and has arranged all my mortgages, pension transfer, investments and life cover. Every year he reminds me not to miss out on tax advantages on ISA’s.
I trust him totally and as a result have recommended Nick to many of my family and friends. If you need financial advice you must talk to Nick, he is the best.

We cannot praise Nick highly enough.

Having recently met with Nick on several occasions, both myself and my partner cannot praise Nick highly enough for the friendly, professional and simple-to-understand advice he gave us on our financial matters, including pensions, critical illness cover and long term health insurance.

I would have every confidence in recommending Nick to anyone in need of financial advice.

Always in your debt. Many thanks.

It is a real pleasure to know someone as thoughtful as you and it’s hoped that your kindnesses will always be returned to you. With much appreciation, always in your debt. Many thanks.

Thank you

Thanks so much for all your help with our finances…

You’re the best

Nick, our dear friend, we appreciate you greatly as a person and for the way you have served us over many years. We have valued (and continue to value) your help and advice with our finances. We find you to be a man of integrity, thoughtfulness and diligence. Elsie and I so want to express our gratitude and affection towards you for all you have done (and hope will continue to do) for us. You know I would not have embarked on committing to a mortgage at 50yrs of age if anyone other than you had offered me the option, you have proved trustworthy my friend.