"I have found Trevor to be nothing but professional and very quick in responding. He has helped me with terminology and has managed to secure a tax free lump sum for me as well as reinvest the rest of my pension pot. First grade service with a smile."
Pensions Advice and investments
"I've found Trevor and Oliver to be attentive, professional and genuinely interested in their client's well being. None of the usual flannel or hard sell tactical commission, but they've shown a genuine interest in providing long term solutions tailored to meet my aims and ambitions. I cannot recommend them enough.Many thanks Guys looking forward to working with you both in the future."
Keith and Melanie
Investment and pensions
"We had the pleasure dealing with Trevor and Oliver who helped us get our mortgage offer within 3 weeks! These guys really made the whole process as smooth as possible. They answered all our questions clearly and promptly, making sure we understood each step of the process. We will be recommending them to any family or friends from now on. Thank you for all your help."
Leanne and Shaun
First Time Buyers Mortgage
"Trevor and Oliver were instrumental in helping me transfer a pension. The help and advice offered was second to none and both were always happy to help. They have both made the process pain free for myself and would definitely recommend their services... Thank you."
"Oliver and Trevor were a great help when searching and obtaining our remortgage. Both helping search for the best rate and enable us to maximise our borrowing with our lender. I would highly recommend them to others."
Paul and Anna B
"Both Oliver and Trevor were very helpful at getting me the best deal on my remortgage. There were a number of complex situations that they helped me through and I got a rate that was far better than anything I could find online. I couldn't recommend them highly enough!
"I had some small pensions that had matured and also we were re-looking at the investments we already had in place and their effectiveness. Trevor helped us to understand the options that were available, he also explained the intricacies of options with the changes to pensions and how best to reinvestment. As well as that he helped us review the investments we had and move those to a more cost effective investment company that could give us a more integrated approach. Trevor had a good understanding of our position and made realistic suggestions for our finances as regard investments are much better organised and easier to access for updates. We are clear on and happy with the position of our investments and pensions.
Having never used an independent financial advisor before we found that Trevor made things clear and straightforward for us to understand. We really don't think there was anything he could have done better!"
Sue and Jeff