Southby and Co Financial Planning

I would highly recommend Southby & Co financial planning. Dave was recommended to me by a friend and I can honestly say he has been SO helpful. I wanted advice on retirement plans and when I first met him he was so professional,…

Emma Coady · 3 months ago

When I met with Dave, I was incredibly impressed by his knowledge, understanding, professionalism and authenticity. Dave helped me to understand all of my options and how to proceed with my presenting dilemma. I will definitely turn to Dave for further financial advice, as and when I need it!

Katharine Anderson · 3 weeks ago

Dave took time to understand and listen to my situation, really making me feel I’m important for him and that he genuinely wanted to help me. He has strong people skills that help build his credibility and every decision he gave me options…

WYFC Club Sec · a month ago

I really couldn't recommend Southby and Co Financial Planning enough. Dave is a great listener and takes time to understand the needs and goals of his clients adapting to individual circumstances. I have just had my four year review with…

clare harvey-smith · 4 months ago

I'm so pleased that I switched from my previous financial advisor to Dave and his team. Dave took the time to understand our unique situation and provided clear, thoughtful and practical financial advice while being consistently supportive…

Chris Humphrey · 2 months ago

Had a great experience with Dave at Southby and Co. I was looking for advice on financial planning and pensions and he was incredibly helpful — Dave took the time to understand my situation and gave clear, practical advice. He helped clear…

Blake Simpson · 8 months ago

Dave and his Team have always provided us with an excellent service, help and supporting providing me with a fully detailed retirement plan. Dave and his team also respond in a quick and detailed manner when i query or…

Andrew Watts · a month ago

I recently meet with Dave, and it was a positive experience. Conversation felt relaxed and pressure free, which made it easy asking questions. Dave took time explaining things clearly without using too much jargon. I appreciated this as a valuable step to my upcoming retirement and financial future.

Larry Ferris · 6 months ago

My overall experience of dealing with Southby and Co Financial Planning has been a very pleasant experience. Nothing pushy. Clear advice over a few meetings. I feel really confident of how it have invested for the future.…

Stuart Dixon · 2 weeks ago

Me and my partner can’t recommend Southby & co. Financial planning enough. Dave and his team are all so incredible at what they do… they make things clear and explain everything in detail without making it complicated. No question is a…

ElsInfiniteBeauty · 4 months ago

We came to Dave based on a recommendation after being disappointed with our last adviser. What a breath of fresh air, he asked questions we hadn’t even been asked before & he listened to everything we were looking for. Dave came back with a…

Kelly Smart · 6 months ago

Dave, Jenny and the team at Southby & Co have been brilliant. They are knowledgeable, professional and extremely approachable, giving me a positive outlook and service to my finances and financial goals/ future.…

Deanna Wooster · 3 months ago

We recently had the pleasure of working with our local independent financial advisor, and the experience was genuinely outstanding from start to finish. He was incredibly helpful in guiding us through our options, taking the time to explain…

Karen & Jem Mead · 6 months ago

Choosing a Financial Advisor is never easy , but having been recommended by a friend this gave me a head start , When I met with Dave at Southby and Co he took the time to understand my goals,…

kate prictor · 6 months ago

The support I received from Jenny at Southby & Co FP was amazing. To have a sounding board and know I can trust her as an advisor put my mind at ease. If it wasn't for her, I wouldn't be taking the steps to create a positive attitude and outlook on my finances. Thank you!

Georgia Scott · 4 months ago

Dave has been most helpful, advising me with regards my pensions and retirement plans. He explains everything clearly, with no pressurising, and gives you time to consider his advice. I highly recommend his services.

C MacDivitt · 6 months ago

We are very grateful to Dave from Southby and Co Financial Planning. His sound advice has really helped us make informed financial decisions for our future.…

Emma Jelley · 11 months ago

Dave has supported us looking at our best options when we came into some money. He worked through our full financial position taking our worries and thoughts into account to ensure we made the right decisions for us. We invested some of our…

Michelle Maybury · 9 months ago

My wife and I recently had the pleasure of working with Dave to set up our pensions and life insurance, and we couldn't be happier with the experience. From the very first meeting, Dave made everything clear, straightforward, and completely … More ❤️1

Nick White · a year ago

I just wanted to say thank you to Dave and his team for all the advise he has given us with regards to pensions and investments. Knowledgeable, straight forward, kind and a personal touch, made us decided to use Southby & Co

Richard Hillier · 6 months ago

Dave and the team were brilliant with supporting me with my finances. Always proactive with their communication and easy to deal with. Thank you

Charlie Rabbitts · 5 months ago

Working with Dave and his colleagues at Southby & Co Financial Planning, has is a genuinely positive experience. Dave took the time to understand my financial goals and provided clear, practical guidance without overcomplicating things … More ❤️2

Maz S · a year ago

Dave and Jenny at Southby and Co Financial Planning have been fantastic to work with. They’re incredibly friendly, true industry experts, and their depth of knowledge…

Lee Brereton · 9 months ago

My husband and I have recently started financial consultation with Dave and his team to help us on our retirement journey. The advise we have received is very positive and easy to understand in which has given us more confidence in how we…

Diane Dixon · a year ago

Dave has been great from the first time we met and we are continuing our journey. We found ourselves at a crossroads with our finances and wanted some advice. … More ❤️1

Paul Richardson · a year ago

My wife and I had a fantastic experience with Dave. He took the time to understand our financial situation and gave us real peace of mind, particularly about our pension He also gave us some great guidance on protection and tax efficiency … More ❤️1

Tom · a year ago

I had a lovely meeting with Jenny and my parents (both 90+). Jenny made my parents feel comfortable and assured them there was no pressure to make any financial decisions during the meeting which was fact gathering. Jenny gave my parents…

Malcolm Brandon · 6 months ago

We’ve had a fantastic experience working with Dave Southby and his team. From day one, Dave exceeded our expectations with his expert financial advice, providing us with clear and well-tailored options for managing our finances and … More ❤️1

Karen Clifford · 2 years ago

I have had a great experience with Dave and everyone at Southby so far! They were incredibly helpful in getting my pension set up and made the whole process simple and stress free.…

Megan Hoole · 11 months ago

Dave is absolutely brilliant!! From the initial contact with the office, Claire kept me updated on my appointment. Dave has this ability to put you at ease as soon as he starts talking to you. He listened to my concerns about my pensions … More ❤️1

Greg Gregory · a year ago

For the first time, I understand what my retirement looks like! I am sure I'm not the only one with multiple pension schemes. … More Photo 1 in review by Mike Land

Mike Land · 3 years ago

We have recently used Dave to set up our pensions and life insurance. It has been an excellent experience. Dave is extremely knowledgeable and explains everything clearly. I would highly recommend Southby and Co to anyone looking for financial advice! ❤️1

Max Lynn · a year ago

Dave & the team at Southby & Co. have been invaluable in providing guidance and advice not just on future planning and investments but also on purchasing decisions as well. Thanks to the regular meetings and access to their support we feel well placed for the future.

Duncan O'Mahoney · 9 months ago

Recently met with Dave @ Southby & Co, I cannot recommend him highly enough, we already have a financial advisor but wanted a fresh perspective on our situation, Dave happily visited us in our home and spent over an hour discussing our…

Lisa Cobb · 11 months ago

Myself and my husband have recently used Dave to set up a pension and our life insurances. … More ❤️1

Zoe Thompson · a year ago

I recently had the opportunity to meet with Dave regarding my mother’s financial affairs, and I am deeply grateful for his support. He was exceptionally knowledgeable and took the time to explain everything clearly and thoroughly, making…

Lisa Reid · a year ago

Dave is an incredible financial adviser, down to earth, approachable, and genuinely invested in our success. … More ❤️1

Isidro Santamaria · a year ago

From the very first meeting, Dave took the time to understand our financial goals and tailored a personalised plan that met our needs. Dave’s expertise and clear communication made complex financial concepts easy to understand. … More ❤️🙏2

Zoe V · 2 years ago

Dave and his team at Southby and Co Financial Planning provided us with different financial plans to help is secure our future, pensions and children's finances. His advice was clear and personal to our situation. Dave was professional, answered all our questions and we are following the recommendations with investments.

Lia McMeeking · 9 months ago

Dave and his team are friendly, well organised, and above all clear on options. Dave is happy to answer as many questions as you may have and follows up in a timely and professional manner. Pleased to have Dave and his team guiding my financial planning for retirement!. ❤️1

Julie Keeble · a year ago

Dave and the team were extremely professional with my enquiry and the speed they have done to set everything up was exceptional. Would highly recommend :)

Lewis Palmer · 4 months ago

I've known Dave for a few years now. He was the obvious choice to speak to when I needed some financial advice. He is friendly and approachable, and always willing to help. We are still at the beginning of the financial plans that Dave has … More ❤️1

Sam Zebedee · 2 years ago

Dave came to visit us at home twice, he is clearly very knowledgable in his field and aside from that is very personable and easy to talk to. It was great to get his perspective on where we are at with our financial situation currently and…

Lauren Flannigan · 2 years ago

I have found Dave does a wonderful job advising and updating and keeping me updated on my investments. He explains any questions and is always available to help and advise. As an older lady I do need this level of help and trust.

Erica Campbell · 9 months ago

I contacted Dave earlier this year for some assistance in sorting out my pensions and to establish a financial plan that fits with my lifestyle. I have found him to be extremely proactive, professional and engaging. I have been impressed … More ❤️1

Bernie Marolia · 2 years ago

I’ve had the pleasure of working with Dave recently, and I can confidently say his expertise and professionalism is unmatched. I have never through about my financial situation as a strategy and did not … More ❤️1

Katarzyna Klodzinska · a year ago

I'm very glad that Southby and Co are managing my finances. Dave Southby really knows what he's talking about, and he will always go the extra mile. He's easy to reach on the phone or email, which is GREAT, and I also appreciate our very … More ❤️1

Pat Harper · a year ago

I used Dave for some help with my pensions after a recommendation from a friend. From the first initial contact to completing what it was I was looking for help with, Dave was exceptional. He always kept me up to date at every step and got…

Oliver Royall · 2 years ago

Dave has been nothing short of exemplary in supporting my modest financial needs. He is very friendly, helpful, knowledgeable and perhaps most importantly, explains everything in a manner that is easy to digest and relate to. He has been…

Martin Ranscombe · 3 years ago

We couldn't be happier with the service Dave gave us. Our first initial chat was over video, and we quickly realised that we wanted to talk in more detail after just a few quick suggestions from Dave.…

Barbara Leatham (The Business Lens) · 2 years ago

Southby Financial Planning is outstanding! Dave is exceptional, and the financial advice and investment guidance I’ve received have been top quality. I wouldn’t trust anyone else with my future planning. Highly recommended if you want a 5 star service

Ashlea Fisher · a year ago

Excellent pension advice from Jenny — clear, straightforward, and easy to understand. Highly recommend Southby & Co. Thank you.

Neill Grey · 2 months ago

Working with Dave has been excellent, patiently and clearly explaining all the options. We are very happy to be working with him. Very light touch process for us, with Dave and team handling everything, which was a real bonus. Also a very nice guy! ❤️1

Daniel Maisey · a year ago

Dave has been an absolute pleasure to work with. Nothing has felt too much hassle and everything has been communicated exceptionally well. I would not hesitate to recommend him and the team. Thank you so much for your help with my pensions and investments.

Beth · a year ago

Through Dave Southby, I have had the please to use Southby and Co Financial Planning, for my personal and family finances. I have found them to be extremely knowledgeable on all aspects of finance, including Pensions and Investments. They … More ❤️1

Peter Webster · a year ago

Dave is such an awesome advisor! He’s incredibly passionate about the work he does which translates to real meaningful advice! Thank you for everything as always, Dave!

Alex Kuttschreuter · 8 months ago

I would 100% recommend Dave Southby for advice and guidance across anything financial, in particular pension options. … More ❤️1

Paul Norman · a year ago

I contacted Dave for a full pension review. He gave me sound advice which I acted on immediately. It hasn’t been the easiest of processes getting my old pension released. Thankfully Dave went above and beyond working over 3 months to get … More 🙏1

Victoria Jarvis · 3 years ago

I highly recommend Dave if you require financial or pension advice. As someone who has an automatic 'mind shutter' when it comes to all things pension related, Dave explained things in a really clear concise, understandable way. My … More 🙏1

Sue French · 3 years ago

I have known Dave for a number of years and besides being a very genuine and likeable young gentleman he is excellent at his job. Dave is knowledgeable about all areas of personal finance, he explains in simple terms so that what sometimes…

Caroline Fitzgerald · 4 years ago

Dave and his team are fantastic. Honest, down to earth advice that you know is focussed around getting the best outcome for you and always a pleasure to deal with. Wouldn't use or recommend anyone else.

Chris Blackwell · a year ago

I have been a client of Dave Southby FP for last couple of years. I had a few issues that I had been putting off and Dave went above and beyond, providing solutions even if not directly within his control. I would thoroughly recommend … More ❤️1

Anthony Matthias · a year ago

Dave was so easy to deal with, and everything was communicated in a way it was easy to understand and help me make decisions. Dave was always available, and fitted around our diary, and was not pushy and left us time to review the information we had and make decisions. Great service and would recommend Dave to anyone.

Lili Fletcher · 4 years ago

Jenny has been great helping us to fully understand our pension options & plan for the future.…

Roz Tomkins · 3 months ago

I used Dave's services to obtain some income protection insurance for myself within my business from being self employed.…

Yvonne Parker · Edited 2 years ago

Our experience with Dave has been extremely positive. He provides a bespoke, professional service and really takes the time to deconstruct complex financial products during our 1:1 meetings at our home.…

Ian Norris · 4 years ago

I can’t express enough how grateful we have been for Dave’s help and support around multiple areas of our finances. He has helped us to understand the best steps to take and been alongside us in making them. Can’t recommend highly enough! ❤️1

Louise Hunt · a year ago

I thought I was up to date with my financial plans however, it was only after sitting with Dave it was apparent that I could do so much more. Dave was able to give me and my family genuine sound advise for the present and the future. The…

Kail · 4 years ago

Dave is incredible at his job, he delves into the details and unpicks some very complex situations. His advice is pragmatic, he creates a plan of action, and once these plans are underway everything progresses smoothly. I highly recommend contacting Dave. ❤️1

Anne felmingham · 2 years ago

I have received amazing advise and support from Dave. I was looking for advise around my pension/s and the release of funds. There was nothing he was unable to assist with and he kept going the extra mile. I highly recommend his services and feel that I now have a 'go to' person who I can trust. Thanks Dave

Willian · 3 years ago

Dave has been so helpful to us looking at our pensions, giving us reassurance and providing valuable advice for our next steps. He took time to get to know us and look into our finances. I would 100% recommend him.

Amanda Cook · 3 years ago

Excellent service. I’ve been putting off my pension planning for years and Dave was very kind to explain all stages of the process and answered any questions I had, no matter how small. … More 🙏1

Leigh Harding · 2 years ago

I cannot recommend Dave highly enough. Approaching retirement, I was very worried, if financially, I could afford to retire. Dave explained in a language I could understand, how to make the most of my savings. He has put everything in place…

Niki Hillier · 2 years ago

Dave is fantastic! He made me feel at ease in the meeting. I had held off speaking to someone regarding financial planning but Dave made everything so easy and straight forward. I am already reaping the benefits. 1000% the person to go to

Marc Brick · 2 years ago

Highly recommend Dave , not only is he such a lovely chap , he makes it easy to understand, having Dave help us see clearly and how to achieve our goals has been exactly what we needed. We are so lucky to have him in our village. I have no hesitation in recommending Dave Southby Finance.

Mog Cottage Coleiro · 2 years ago

Dave has been brilliant at helping me sort out my finances recently. He explain everything in a clear yet detailed way. He is a totally professional & friendly person. I would certainly recommend him to anyone for financial advice. Thank you Dave.

Catherine Saldanha · 4 years ago

Dave and the team have made organising my pensions so simple. They are easy to work with, explain everything clearly and do what they say they are going to. They have taken a burden off my shoulders and given me confidence. I'd highly recommend them

LH LH · a year ago

Great service. Jenny explained everything well and answered all my questions, giving me time to think everything through.

Kevin Cottrell · a month ago

Amazing support with making enquiries into my pension options with existing pension provider. I had struggled to navigate the complexities of the admin and calls and was able to explain to Dave exactly what I needed and he took over professionally, succinctly and got a quick response for me. Thank you.

Heidi-Rose Olley · a year ago

Very happy with the service provided. Jenny is an absolute star! Very helpful, knowledgeable, and patient with an eye for details. Would highly recommend! Thank you team!

jak bool · 6 months ago

Dave has been great from start to finish dealing with my finances, always in contact updating on any progress. He works hard and is very professional. I couldn’t recommend Dave highly enough.

Scott Currie · Edited 2 years ago

Cannot thank Dave and his team enough! Right from the beginning of contact he has been so helpful and informative for us. We should have spoke to him years ago! … More ❤️1

Danielle Graham · a year ago

Dave recently helped consolidate all my different pensions and invest them in a better way. He was extremely knowledgeable and made the entire process so simple. I’d 100% recommend him to anyone who needs help and advice with their finances.

amy newton · 4 years ago

Great to meet with Dave today to discuss the plans for our future. he made the models he presented relevant and easy to understand. We now have the steps to create the future we want. Highly recommended!

Jake east-woods · 2 years ago

I recently meet Dave and soon recongnised that he was the person that I'd been looking for to help me better understand my financial needs and planning for the future.…

Darren Chapman · 4 years ago

I have been very pleased with the advice I have been given and feel at ease asking questions if I don't understand. The explanations I have been given to date have been simple, and Dave has repeated things in a different way when I haven't grasped something. I have been given options for investments which is important to me. ❤️1

Geraldine Farley · a year ago

Dave is an incredible person for financial planning and advice. He is very thorough and highly knowledgable. Dave is extremely friendly and very patient, he goes above and beyond to help. I would highly recommend Dave.

Chantelle · 3 years ago

Dave & the team have been brilliant. Clear and professional, given us a great plan. Highly recommend.

Becky Jenkins · 8 months ago

I’m really comfortable and confident working with Dave, he has realistic views and understands where we want our future to end up. Highly recommended! ❤️1

Jaey Goodchild · a year ago

Definitely recommend you contact Dave for your financial advice. We are coming up for retirement and needed to know where we stand and what our financial possibilities where going forward. Dave was very helpful and was able to explain to us in an easy to understand manor what the options were.

Carroll Stanley · 3 years ago

Wow ! I have never spoken to someone who is so clear concise and down to earth with his ideas and guidance and trustworthy . As somebody who has never trusted financial advisers this is a lot for me to say…

Carlos costa · 2 years ago

What a delight in speaking to Dave and the team - he has been out to see us and help us with our future planning - the team has given some great suggestions and advice - Thankyou

Claire Brewerton · 9 months ago

Dave has been really helpful and thorough sorting out my pension. He explained everything to me fully and how I need to move forward. I will definitely be using him again in the future.

Jane Calverley · 2 years ago

Dave Southby was a perfect fit with my future financial planning. He looked into every detail to create an holistic approach and advised on even the little details. I felt he really got to know me and my family to tailor future decisions accordingly.…

Philip Rand · 4 years ago

We would most definitely recommend Dave’s knowledge and service to anyone needing financial advice, He made the whole experience straightforward and easy to follow . He gave us all the options available, and helped us make the right decisions

gary marshall · 3 years ago

Dave was very helpful and friendly. Gave us all the advice we needed, answering any questions we had on our mortgage, savings, pensions and retirement. Would definitely recommend.

J W · 3 years ago

We’ve been delighted with the service received from the team at Dave Southby Financial Planning - so much so, we’ve put a number of our friends in touch with Dave and wouldn’t hesitate to recommend him.

Joe & Claire Tompkinson · 2 years ago

Excellent service. Will definitely be using Southby & Co again, thank you!

Steve Miles · 6 months ago

I found that Dave provides an excellent service. Professional, patient and knowledgeable. I wouldn't hesitate to recommend him to anyone looking for financial advice when planning for the future.

Linda Moseley · 2 years ago

I highly recommend Dave. He came to my house, was very punctual and his approach was excellent. He was very patient when explaining things that would have been very obvious to him, and I felt absolutely no pressure in taking on his suggestions/recommendations.

Mel McPherson · 2 years ago

Dave and the team at Southby and Co are extremely knowledgeable and consistently helpful with any queries I send their way. I would highly recommend their services.

Natalie Horrell · 7 months ago

Dave was really helpful with the advice he has given to me. He was able to explain the options very clearly and in a fantastic level of detail. He also answered any questions that I had and made the process very easy for me. I would highly recommend Dave to anyone!…

James Harris · 4 years ago

Dave came highly recommended to us and we can absolutely see why! He is very knowledgeable and explains things in a simple way which is great to understand. Thanks for your advise Dave!

Rachel Lowden · 2 years ago

Dave and the team are fantastic, very informative. Always there to help and answer any questions. I can't recommend them enough.

Layton Young · 9 months ago

Dave is super helpful, coming from someone who has little knowledge of financial planning. Can recommend him to anyone who is looking to plan for their future.

Kaci Lucker · 3 years ago

Dave has taken over as our financial adviser of the last few months and he's a breath of fresh air. He listens, advises and takes action behind the scenes and then gets in to contact for follow up meetings, virtual or otherwise.

Fiona Scott · Edited 3 years ago

Today I had an excellent experience discussing with Dave my pension concerns, Dave was very understanding and patient answering the questions that I had putting my mind at rest enabling me to see the way forward in preparing for retirement, he is very knowledgeable and I am so pleased I contacted him ❤️1

Sharon Washbourne · a year ago

A big thank you to Dave for guiding me through the process of financial preparation for my retirement, his expertise and ability to explain my options in laymans terms are much appreciated and has made the experience easy and stress free.

Liz - Impact Chemicals · 2 years ago

The team at Southby & Co made it both easy to understand what I should and could do to secure mine and my family’s future, plus helped make it happen! Thanks for clearing up something that I was putting off for too long due to thinking it was trickier than it actually was!

Chris Dawes · 9 months ago

Phenomenal work by Dave combining and managing my four previous work place pensions. Having them all under one roof has massively reduced my legwork. Thank you and here’s to a long future together

Tom Nuttall · 3 years ago

Dave provided an excellent friendly and professional service and his wealth of knowledge and experience helped me come to the right decisions for me. I'd highly recommend Dave for any financial advice.

Jo Barber · 3 years ago

I had a very insightful meeting with Dave who explained the world of financial planning and the best way to invest my money as a young person. Would definitely recommend!

Jacob Wilson · 2 years ago

Dave is an absolute pleasure to deal with and extremely knowledgable. I 100% recommend getting in touch with Dave of you need any financial advice and guidance.

Billy Smith · 3 years ago

Dave was great, explained everything plain and simple so you could understand it all. He was aways on time, very friendly and professsional. Would highly recommend him

Martyn Bragg · 4 years ago

Thank you to Dave Southby who helped me out with his professional knowledge of the mortgage industry, very kind and professional service, we are looking forward to returning to Dave soon for Financial Planning.

Alexandra Blackberry · 3 years ago

Dave is amazing at what he does, would highly recommend him, he made everything so easy to understand and held our hands through the whole process!

Laura Dent · 4 years ago

I highly recommend dave, he gave us the best advice on are pensions,made it so easy for us to understand and gave us the best advice in what to do ,I would give him 10 stars if I could so please get in contact for any advice regarding your financial matters ,ine very happy customer 😊😊😊

Sara Price · 2 years ago

Dave is brilliant, extremely knowledgeable and helped me massively with setting up my pension.

Callum Giles · 3 years ago

David is a lovely guy who really listened to what we were looking to achieve. He went away and came back with a good plan with options.

Chris Taylor · 4 years ago

I would 100% recommend Dave and his team! Great attention to detail and couldn’t help me enough! Thank you

Blake · a year ago

Dave is a great guy, with honest advice, what more could you ask for. Cant recommend him highly enough.

Liza van Zyl · 4 years ago

David make the pension world more simple to understand and has provides information on how to make our business more tax efficient.

Dawn Pursall · 4 years ago

Thank you Dave for all of your help with my life insurance. Dave made it really easy and was very professional. Would highly recommend!…

R S · 4 years ago

Very explanatory presentation of the products. I have been looking for advice for a while and got a professional advice from Dave Southby. My retirement is secured now!

Aneta Bugnar · 3 years ago

Extremely professional and very knowledgeable on all aspects of finance and investment - would 100% recommend 🙏1

Neil Lucas · 2 years ago

Hugely helpful and made the topic super simple to understand. Very friendly team and pleasure to work with. Would recommend!

Cat · 2 years ago

Brilliant!!! Thank you for sorting out my pensions and helping me understand what I have and where I am going with them.

Paula Dagnall · 2 years ago

Excellent help and advice from Dave Southby would highly recommend. ❤️1

David Carpenter · a year ago

Sorted me a great deal really quickly! ❤️1

Jack C · a year ago

Is a good guy, gave me some good guidance on the phone which was helpful.

John C · 2 years ago

Excellent service, provided excellent advice for my requirements. Would highly recommend.…

Neil Sawyer · 5 years ago

Very attentive and great service!

Paula Wood · 2 years ago

Knowledgeable and professional advise. Would recommend

Iain Watts · 3 years ago

There is not enough space here for me to say how good Dave is at his job. He is professional but friendly at the same time, puts you at ease, and helped me realise what I want to do with my finances to have the lifestyle I want. I felt…

Josie Meredith · 3 days ago

I recently met with Jenny to discuss my financial circumstances and future plans, and found her to be exceptionally approachable, thoughtful and easy to talk to.…

Will Carson · a week ago

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James Blundell · 3 months ago

Roger Francis · 2 years ago

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Hazel Skivington · 4 years ago