I’ve been a client of Ashley for just over a year now, and with his professionalism and his truthful and caring nature he has earned my trust fully. He clearly has his finger on the pulse when it comes to the global markets and economic climate. He is also very good at explaining financial matters, even to someone like me who is a novice at how to grow my wealth. I highly recommend him.
I have been a client of Ashley’s for a while now, he educated me on my pension schemes before I made the decision to transfer them into one pot. In an area I had little experience in previously he made everything very clear. He is always quick to respond and I recommend him.
Ashley is able to provide sound and detailed advice combined with a real care for his clients needs. I would recommend Ashley as a financial advisor to people looking for a professional person who really does care.
I have been associated with James for the past 5 years, both personally and professionally. He has astutely helped me to create savings plans and Critical Illness covers to not just mitigate risks arising out of illnesses, but also creation of lump sum provisions for growth and future needs. Professionally, I am CEO of a Reinsurance company and we have worked together on projects to improve each other’s business propositions. James has always been very transparent with me regarding fees and costs and I would not hesitate to recommend him for anyone looking for financial planning needs, which are built on mutually fair, transparent and long term relationships.
We were introduced to James in 2018, when he helped us to get Family protection in place with Life Insurance & Critical illness cover. I then told him I had some frozen pensions in the UK that I didn’t really know what was happening with them. James offered to help and I will be honest I was a bit skeptical about pension transfers after hearing some horror stories about scams. However, after signing the LOA’s, we took each step at a time, I had loads of questions and James made sure that we only went to next stage once everything was answered. In total I have 5 different pensions that were Final Salary & Defined Contribution all with varying retirement dates and conditions. I transferred them all into my own SIPP with the main reason being to consolidate into one easy place, name my own choice of beneficiaries and have more control over the income when the time comes. James was transparent and honest will everything and made sure I understood all fees and charges that were applicable. The performance has been good as well, with low cost investments. I would 100% recommend James.