Plan An Appointment

I first met Andrew through my client many years ago where he came highly recommended.  He started to manage my pension but when we have our regular reviews, we have great discussions where we don’t just discuss my pension, but I can ask him about other investments that I hold and discuss my financial plans for the future...

I have known Andrew for over 20 years initially when I was HR Director and he was managing our Group Pension Scheme and then subsequently when I left the company, and he became my IFA. He was highly respected and trusted by colleagues and management alike operating both efficiently and acting with integrity..

A firm steady hand on the financial tiller at all times over the past 35 years. A solid and wise financial counsellor / advisor, always available and quick to respond. Andrew and Stacey make a great team and cannot be recommended more highly.

I have known Andrew for over twelve years. We started our association in circumstances that required delicate handling for me personally. He gave me good advice then; and still does. I have found him at all times the most trustworthy of people. Over the years he has given me the best knowledge that he has at his disposal, and he and his team, has looked after my financial journey with the most upmost integrity...

Andrew has been my Financial Adviser for 30 years. During this time Andrew has provided an exemplary service and proving early on a man I can completely trust. Andrew explains everything clearly and is very easy to contact when the need arises. Having now retired and moved out to North Essex Andrew still manages to make the annual trip to assist with the next years financial planning while maintaining continuous support of any financial needs throughout the year.

It is very reassuring to us knowing our financial matters are in such good hands and we also appreciate the excellent support you provide to Andrew both as a point of contact and the regular updates. We feel very fortunate.

We’re delighted to be able to maintain the valuable personal link that we’ve been able to enjoy for some years and look forward to continuing the in same vein. Thanks also to Stacey for her information and updates.