Testimonials

I was nearing retirement and was looking at where best to invest my savings, but also how best to manage my pensions and those of my wife. Aled helped us a great deal in understanding our current and future needs and how best to manage our finances to meet these needs. Aled has consistently been helpful and constructive.

Mr M.

The re-assurance and confidence Tracy gives us is of inestimable value. We also appreciate the way in which she makes the strange language of finance accessible to us. We hugely appreciate her steadying influence in the most turbulent of times.

Mr & Mrs C.

My husband passed away and my financial understanding was not good at that point as he had dealt with our finances. Aled was marvellous as he was able to help me understand my financial position and help me to invest my money in order to maximise its potential and prepare for my retirement. My savings have increased and I have been able to retire knowing that I am financially secure. Aled was fantastic even when I became emotional!

Mrs J.

Kelly, thank you for all your hard work over the last few months to sort our re-mortgage. We really appreciate your cheerfulness and expertise, and wanted to thank you for all you’ve done.

Mr & Mrs P.

Thank you so much for all your help with re-mortgaging the flat. The whole process has been so efficiently dealt with thanks to you.

Mr & Mrs W.

Thank you Tracy for our catch up meeting last week. It is always so nice and easy to speak to you. We are so grateful that you are looking after our interests, we were so lucky to put all our trust in someone who cares about their clients.

Mr & Mrs D.