Liam Tomlinson

Leigh has the personal touch, explaining everything in layman’s language; nothing is too much trouble for him.

Lynda kept us fully informed through out the process her advice was very clear, she spent time explaining different scenarios and the impact or benefit this would have. Lynda was always available to answer any questions

Lynda listened to my financial needs and what I was looking to achieve. We had a number of meetings at the outset and she talked me through her recommendations in a clear way with no financial jargon. She is very approachable and always does what she says. The reviews are regular and this gives me confidence that my financial plan is on track.

I went to Leigh on a recommendation for specific advice on re-arranging my pension in a particular direction. His due diligence was very thorough and he was at pains to ensure that I fully understood the implications of everything that we were discussing.

Lynda explains everything in a very clear manner and ensures that I have a good understanding of everything. She is extremely knowledgable and I have complete trust in her. She is very approachable and would not hesitate to recommend her.

Lynda was recommended to us as a Financial Advisor by our accountants. During our initial meeting we were immediately impressed with Lynda's manner and professionalism and we decided that she was the right choice for our company. During the last 18 months Lynda has helped us to rearrange our Insurances and pensions etc and we couldn't be happier with her.