Most of our new clients contact us as a result of a personal recommendation.
Here is what some of our satisfied clients are saying about us.


I would like to express my gratitude for the support, advice and service you have provided to my wife & I over the past 5 years.
James, you have not only provided timely personal advice but also offered invaluable solutions and guidance when starting a new business.
You have been creative, appropriate and practical. You have constantly display a high level of professionalism which has been exemplary and inspires confidence and trust in a sensitive environment.
I would have no hesitation in recommending you to any clients looking for investment, mortgages, pensions or personal & commercial wealth advice.”

Samuel George Hodgson



James has provided financial advice to my wife and I for seven years now including investments and mortgages and we couldn’t be happier. We trust his advice and have recommended him to family and friends, who have in turn recommended him to others after receiving the same high level of service as us. After years of pension problems for my father, James found a solution for him that means for the first time in many years he is genuinely happy with his pensions. I would wholeheartedly recommend James as a financial advisor to anyone.

Jonathan Paul Gibson



It was great pleasure I provide James with a testimony he is patient, completely reassuring and approachable and has provided myself and family with sound financial advice over the past 3 years. Professional and considerate James takes the time to understand our objectives and offers a solution appropriate to our needs.
It is with pleasure that I would recommend James for any of your financial planning needs

Janet Burton-Norman


*Your home may be repossessed if you do not keep up repayments on your mortgage