Testimonials

Read what our clients have to say about us.

Neil has been my financial adviser for many years. He has consistently offered sound and appropriate financial advice. He always considers my circumstances and attitude towards risk. He is prepared to spend time discussing, explaining and exploring different opportunities for investment. I have been more than pleased with Neil's service and would highly recommend him

Holly Hellstrom - East Yorkshire

We can confirm that Neil has looked after our investment portfolio for a number of years and we have been very happy with both the advice given and also the ongoing service we get from Neil

Keith & Joan Syers - 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

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

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