Testimonials
Read some of the feedback received from clients.Excellent service yet again. Informative and reliable and always a phone call away for advice. Highly recommended personal and business planning for aspects of our financial and insurance needs!
Richard Jones, I have known him for 6 / 7 years, a very POSITIVE first meeting with Richard, helped me make the decision to trust him with my Finances. I had recently been Widowed. I meet up with Richard about 3 times a year, and he is always at the end of a Computer!! Or phone if I have a query. Ri...
Richard’s help has been invaluable to me. He came to my house and explained the financial process in everyday language. He gave me advice and recommendations that suited my individual needs. He regularly keeps in touch which I find very reassuring. I would highly recommend him to anyone who needs fi...
