Testimonials
An experienced independent financial adviser
I was looking for an experienced independent financial adviser to review my pension. Suzanne listened, reviewed my current financial position, and guided me through the options that were best for my circumstances. The advice I received was impartial and I have every confidence that the choices made will meet my income requirements. I am very happy with the service received and had no hesitation in recommending her to numerous friends who have been seeking financial advice.
John Lloyd-Jones MBE
Huge support with pensions, life cover and savings
I met Suzanne when I had suffered the unexpected, debilitating loss of my husband in a tragic accident and didn’t know what to do with the pensions, life cover and savings that were suddenly mine to deal with. I needed someone who could take their time with me, explain clearly what my options were, and guide me forward. Suzanne was patient with me, and I felt reassured that everything would be ok, I needed to hear this. We catch up regularly, and I am so grateful that she is my IFA.
Anonymous
Made the financial side of navigating simpler
As my divorce comes to a close, I just wanted to take the opportunity to send my sincerest thanks to Suzanne. The financial side of navigating and understanding the numbers in front of me when I was under duress was completely unexpected and overwhelming at times. Suzanne stepped in and calmly, very professionally took the helm in guiding me, giving me confidence and understanding which was pivotal in my decision making process.
Kim