Testimonials

Read what our clients have to say about us.

Neil has been a tremendous help to me understanding the world of finance. It is clearly a very important matter as I near retirement to make the most of any financial reserves I may have. Neil has been helpful and clear with all my options and given me a very easy to understand perspective. I would recommend his services to anyone.

Sal Cooke OBE – East Yorkshire

I am a Consultant Dermatologist and running a limited company Neil has showed me how by paying contributions into my pension can help save tax as well as building up a pot to fund my retirement. Neil listens and offers great advice and I have seen good returns. Neil takes his time to ensure that he fully understands your needs.

Dr James Britton, Consultant dermatologist - East Yorkshire

Thank you Neil for never making us feel rushed, explaining any questions we asked of you so we understood fully what was happening and keeping us updated at every turn.

Carl & Suzanne - West Yorkshire

Over the last 3 years or so Neil has advised and supported me on a range of investment products for both myself and my family, ranging from mortgages to savings and pensions. On each of these occasions the service provided was excellent and I would have no hesitation in recommending Neil’s services.

Dave Garbutt - East Yorkshire

I have known Neil for a number of years during which time he has been my Financial Adviser. He has helped me to plan financially for my retirement and also advised me to place assets into trust which can help to mitigate any Inheritance Tax liability my estate may suffer. I have recommended Neil to friends and would be happy to do so again. My pension has certainly improved since transferring to Neil and I have had the confidence to do life assurance and other policies with him. I have a lot of faith in him to choose the correct policies and funds to suit my circumstances and requirements.

Mark Lockwood - North Yorkshire

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