“I’ve worked with Jamie over many years now and have presented him with many complex cases. Thankfully so far he’s managed to find a solution on every occasion.
Thanks for your help over the years Jamie and I’ll try and make things easier for you in the future but can’t promise anything!”
“I rely on Andy for my personal financial advice – he is always well informed and has helped us both with a number of re-mortgages and with a (painful) house purchase. His patient and caring attitude is a great help!”
“Buying a house is a pretty stressful thing to do, especially dealing with the maze of mortgages and insurances. Lyndsey really helped to take the stress out of the process for us, helping us to feel confident in the decisions we made, while still allowing it to feel like they were our decisions. It has been a real pleasure having Lyndsey as our adviser. We will continue to consult her for any financial issues we have in future, and would enthusiastically recommend her services to others.”
“Jamie has been our financial adviser for several years and we are more than happy to recommend him. He has been sensitive and responsive to our changing situation, and is always thorough in researching the options available. He is able to present and explain ideas well, and he helps you to arrive at financial decisions comfortably.”
“Lyndsey is one of the most diligent, hard working and professional people I have ever had the privilege to meet. Faced with a difficult situation involving a remortgage, releasing equity in order to be able to buy our dream home, Lyndsey just made the process easy. I can’t recommend Lyndsey enough. She’s a diamond.”
“Andy, thank you so much for your help with our future plans. We can’t express enough how grateful we are to have someone we can trust.
Thank you for helping us to understand the options and taking us through it all so clearly.”
“Jamie is an excellent adviser who helps to guide you through the minefield of financial products be they mortgages, insurance or investment planning with a reassuring level of knowledge and a calming ability to make it all understandable and make sense. I would highly recommend Jamie to anyone seeking an Independent Financial Adviser.”
“I would highly recommend Jamie to anyone looking for a Financial Advisor. He has an in-depth knowledge of his field and can explain things in a clear manner helping you to make the best decisions. He is always very personable and will look for the best deal for you.”
“Just to say thank you so much for helping me re-mortgage and organising everything so smoothly. The new mortgage started as planned and I am so happy to have better control of my finances. I really appreciate all you have done to help me with this. Thank you once again.”
“Jamie provided me with a top end level of service, in doing so allowed me to achieve what I actually thought was unachievable in the time frame we were both working to.
I will return over and over again for advice on any financial matters.
“Jamie has been my advisor for as long as I can remember. I normally use him for mortgages and insurance and have life assurance for me and my family through his company. He is extremely knowledgeable and I find him very responsive to my evolving needs. I couldn’t recommend him enough!”
LET US BE YOUR GUIDE…
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or an ISA.
Finding the right mortgage is more than just obtaining the best rate, it’s about making sure every element of the mortgage suits your personal circumstances.
An area we feel passionate about is offering expert advice in the area of ethical investing, or Socially Responsible Investing (SRI). We place your unique beliefs and values at the core of our planning.