We have used Dave’s knowledge and services for both our financial planning and for that of my mothers. In both matters he was very understanding to our needs and professional in his approach. We would not hesitate to recommend Dave again.
Following our return from living in France for 12 years, we were looking for an investment for our capital to provide a regular retirement income. David explained the options in great length describing the pros and cons of them all. After doing a detailed financial assessment and risk analysis, he provided a comprehensive Suitability Report of his recommendations for our consideration. David has proved invaluable in managing our affairs and has always kept us informed throughout the years in order to provide us with advice. We would not hesitate to recommend his services to our friends and family.
I have recently been able to retire early. And in order to do this, I needed to seek advice from a Financial Adviser, who I could trust and be confident in with all of my wealth that I have accumulated over the years.
Dave was introduced to me and was immediately able to explain complex issues clearly in layman’s terms, to ensure my understanding. This really put me at ease.
He helped me to establish and identify my long term financial goals and he then advised me on the options available to me in my retirement.
Dave is always on hand for any questions that I have and I frequently bounce ideas off him, that he is able to help me with. I am confident in Dave’s ongoing guidance and advice as my needs change. I would highly recommend him as a professional and easy to deal with adviser for all of your Financial Planning requirement.
After my husband passed away I was in need of financial advice. Dave has been a great support with my pension and investments. Dave asked many questions, so he was aware of my needs and explained everything in great detail that I could understand. He keeps in regular contact, making sure my circumstances and needs have not changed.