Testimonials

 

I would like to take this opportunity of thanking you for your continued support not only since I have become self employed but for many years prior to that.

 

You and I have been at logger heads many times throughout our working relationship but we have a unique understanding in the way we both work. In fact , over the years we have become good friends.

 

The clients you have referred have all said you are exceptional and professional in your field and I would have no hesitation whatsoever to ask you to not only deal with my financial matters but would highly recommend you to family, friends and colleagues.

 

I would also like to thank Amy who plays a huge part in the day to day running of your office and who is an asset to your business

 

Gail MacArthur-Roberts
Anthony and Jarvie

 

Over the year in our line of work I have met many IFA (independent Financial Advisers). Most just take your money and put into a "black hole" never to be seen again until retirement. Thankfully most of them will disappear after 2012.

 

Ian goes beyond other IFA's. As well as doing the normal work of an IFA he has innovative ways of making pensions work for you BEFORE you have to retire,

 

I thoroughly recomment Ian for your pension and investment needs.

 

DWA Chartered Certified Accountants.

 

I would like to express my gratitude for your sensitive and professional handling of my client, referred to you for financial advice.

 

Mr Matthew Johnson Solicitor, Leo Abse & Cohen, Cardiff.

 

Thank you for dealing with my pension transfer, the information I received from the previous company I found very confusing, you explained things in a way that I could understand, thank you.

 

Miss Susan Pearson

 

Just a short note to say 'Thank you very much!' for all the help you and your staff, gave me , I really valued the time you spent explaining the pro's and con's of the various options. Nothing was too much trouble and the whole process was handled swiftly and efficiently. I will have no hesitation in recommending you to friends/family when unbiased professional financial advice is needed.

 

Mr R Pugh