February 2021
Jane is a reliable and thoroughly professional financial adviser. She greatly facilitated my transition into retirement, ensuring I had all the necessary information that allowed me to make the necessary decisions at the right time.
During the transition period, Jane carried out a detailed assessment of my financial situation, from which she presented the various options open to me, highlighting the pros and cons of each option. Once the desired option was chosen, Jane took care of the administrative side of the work, keeping me up to date on developments as they occurred.
We were so impressed with the way Jane dealt with my plans, that we decided to repeat the exercise with my wife’s. In the 3 years we have been dealing with Jane, we have found her to be very professional and extremely knowledgeable. Her attention to detail and ability to understand customer’s needs, has allowed her to deliver high quality financial advice. She ensures that the customer is always aware of all the options and fees involved.
March 2021
Thank you for all of your hard work and support in planning for our financial future. More recently, during the Covid crisis, it was reassuring to know that our investments were being expertly managed during challenging market conditions.
March 2021
We have always found Jane very knowledgeable, friendly and punctual. Jane keeps in touch regularly, to make sure things are ok. Whenever we have had an appointment, whether in person or via phone, she has always been friendly and offered useful advice and helps find information out quickly. She has always sorted any queries or issues in a timely manner.