March 2021

We have known Phil for many years and we are quite clear that without Phil’s professional advice we would not be enjoying such a comfortable lifestyle in retirement.  We have found his advice has been straightforward and easily understood, even when dealing with complex financial issues. We have been so pleased with Phil’s advice that we have recommended him to friends and colleagues, many of whom have taken forward a relationship. Finally, Phil provides the face-to-face contact which cannot be provided by a call-centre based provider.

March 2021

Excellent service for over 20 years. Phil explains and advises myself and my wife in an easy to understand manner and is very professional. He has a friendly, trustworthy quality which makes me feel comfortable, when we want to ask further questions or need to cover ‘what if’s’, whether that be over the phone or in a meeting. He has been an enormous help in guiding me through my initially complex pension needs. I am happy with the service overall and would recommend him to friends and family.