What customers want from their financial adviser

A recent survey by Boring Money has showed some interesting insights into customer attitudes towards advice since lockdown. The research still shows a wide variation in individual client requirements as you’d expect, so how many of these findings apply to you? Some clients reported a preference for a number of short (10 – 15 minute) […]

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Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Adele was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.

Mrs W

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W