What our clients say

Our clients come to us for the high level of personal, caring service from experienced professionals who will be there for the long-term and value our independence and holistic approach.

01
You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do.

- TO BE ADDED
02
Once again thanks so much for your time this morning – we always come away feeling positive and on track for our retirement income.

- Chris and Kathy Hatton
03
I have the highest opinion of Susanna's intelligence, competence and integrity and have transferred my portfolio with her when she has successively moved from previous 3 firms to her own consultancy practice.

- Professor WK Lacey
04
Just pausing for a moment in the business to thank you for all your help in getting us sorted out with our investments.You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do. Thanks so much.

- Philip and Julie Thoreau
05
You have looked after me and my modest investments very well and although the returns right now are pretty lousy, I do understand that over the years you have done miles better than I could have ever dreamed of myself.I have absolute trust in you and that continues, as does our friendship.  So very many thanks.”

-Yvonne Foreman
I really wanted to tell you that I am very grateful, never more so than now, that I came to see you all those years ago in 1987.
Our Investment Philosophy