“Like many people I am very busy and often simply don’t have time to attend to my own important personal financial management issues. Giles’ support and advice has been exceptional and critical to me. I have no hesitation in recommending him.”
Mr Brown, Banker

“I trust Giles. Over the years he has provided good advice and taken into account that my wife and I are knowledgeable investors. I especially value the service with regards to the feedback and support, whether we choose to invest or not. No hard sell. Giles takes a long term view of client management, rather than the ‘sell and disappear’ approach I experienced with others in the industry.”
J Sodha, CFO

“Giles was instrumental in the development of my personal financial strategy and with the help of his professional and impartial advice I have managed to achieve a number of my objectives. Giles has contributed immeasurably to my financial well-being and I would recommend his services unreservedly.”
Mr R Tait – Partner

“Giles provides clear, informed advice aligned to individual client needs. I’d have no hesitation in recommending him to friends and family and indeed have done so.”
Mrs C Weir, Fund Management

“Like many people in the IT sector, I had amassed a number of pensions by the time I turned 40. With Giles’ help I have consolidated all my investments under one roof and have already seen better returns as a result. I have and will continue to recommend Giles’ expertise going forward.”
Mr N Abbott, Sales Manager, Ascot

“Giles has consistently tailored his service to meet my needs. There is never any ‘hard sell’ – his advice and services are considered, reliable and sound. I have recommended Giles to many colleagues and would not hesitate to do the same again.”
J Pigott

“I always feel Giles gives sensible, balanced advice and never feel he is trying to ‘sell’ a product. His knowledge is first rate. Overall, he’s a good professional and a pleasure to work with.”
Mr A Quinlan, Company Director

“Giles tailors his advice to the individual. He has always taken into consideration that I too, work in the money management industry and thus may have my own views and ideas about particular investments.”
Mrs S. Lloyd – Fund Manager

“Giles is an experienced financial planner and this is evident in all he does. He encouraged me to develop a clear understanding of what we wanted to achieve financially in the short to medium term and out to our pension horizon. Having established our objectives, he systematically identified a variety of high quality solutions and worked with me to develop and optimise the plan. I would recommend him to anyone.”
Mr P.Emery, Production Director, York

“Over the course of the last 8 years, Giles has always provided sound personal financial advice in a timely and professional manner. Looking back, his advice has proved to be very valuable for me and my family and I have nothing to believe this will not continue in the years ahead. Giles has my full trust and will continue to receive my recommendation.”
M. McGoun - Vice President, Telecommunications Company

"Giles provides excellent impartial advice on a range of investments from deposits to ISA's and pensions. He is always available at short notice to discuss any concerns or answer my questions with exemplary service and attention. I find that trust is his 'middle name' and have no hesitation whatsoever in recommending his services."
Dominic McKay