"I am in fact a referred client, and Michele has always put my priorities first. She continues to identify financial shortfalls as my circumstances change through work and have house moves. She is always friendly and approachable, happy to fit meetings etc around my busy work and family schedule. She has always given a service that continues to exceed my expectations and I have and will continue to refer my friends and business contacts to her."

"As business people, my wife and I find we are torn between managing our businesses, while trying to find time to make provision for our own personal savings and protection needs. It's certainly been a breath of fresh air to find a wealth manager who has the business acumen and professionalism to advise in both areas."

"When my wife had passed away, I found the thought of dealing with the inherited wealth all too daunting. But with your friendly and reliable advice, you helped me through inheritance tax planning and grand children’s pension provisions, as well as seeing that I was adequately provided for first. You explained the technical jargon in a way that was clear and easy to understand. I used you because my wife trusted you… and you have never let me down."

"I always saw pensions as something rather onerous and time consuming. However Ross has helped me to structure my plans and to look ahead to my retirement with confidence. I have known Ross since 2004 and he helped me considerably with my overall financial planning. I feel totally happy in him handling such an important factor of my situation."

"I asked Michele to review all my investments including ISAs and pensions. She spent a great deal of time and effort investigating the best options for me, particularly pensions as it was only in 2 years. When she presented me with her proposals it was clearly laid out, and there was minimal paperwork – I only had to sign a couple of things to transfer it. It is a pleasure dealing with someone who is so approachable, friendly and professional on a face to face basis. I can’t imagine ever dealing with someone else now that Michele is getting to grips with my finances."