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Client Testimonials

I have recommended Stephen to several of my clients over the past few months. The feedback I have received from them has always been exemplary and they have always been pleased with his service and care for them.

I have also had joint meetings with him and my clients and have been impressed with his knowledge and professionalism. As a professional practice, it is important for us to be able to refer business to people who we can trust and will not let our clients down which in turn could have a detrimental effect on us.

I would not hesitate to recommend Stephen to anyone in the future.

Robert Green - Partner, Green & Peter Chartered Accountants - December 2018




I would like to thank you for helping us in managing our investment plan. On so many occasions we would start our conversations in talking about what to do with our pensions; this has been so well overdue!

We are so pleased we were recommended to you. Thank you for your service as it has certainly given us the peace of mind that our investment is being managed by you.

We will certainly be recommending you to our family and friends.

Mr & Mrs Mandair - September 2018