Testimonials

Ken was able to give me very sound advice on company pension transfer following end of a long employment, his work was very thorough and I felt fully confident that all his advice was both independent and well researched. I wouldn't hesitate to recommend Ken, not always easy to find excellent independent advice along with an easy to get along with personality. Top marks all round.

As a practising Solicitor with over 40 years experience I have known Ken for approx 7 years as both friend and professional advisor. In the latter capacity he has assisted me and clients and I was most impressed with the detail and clarity of his reports and his easy to understand laymans explanation of difficult concepts. He also gets good results and consistent returns. I would have no hesitation in recommending him.

Ken has advised on our investments now for many years. We receive regular updates to the latest investments and pensions and we are happy with their performance. Ken now handles our wills and lasting power of attorney and we have every confidence in him and the excellent job he does with precise attention to detail. He is an extremely trustworthy advisor.

For our family, Ken has accessed up to date market knowledge, policies, benefits and legalities and has set us up with wills, trusts, life policies, investment funds and ISAs in the most tax effect way ensuring Inheritance Tax is kept to a minimum. The children will be provided for, and our money is working as possible. I now have peace of mind that if anything happens, our affairs are in order.

Ken has advised my husband & I for many years now. He always explains things very well, we have always trusted him with our finances and during the recession has still managed to make our investments grow. Ken has a very friendly approach, understands our goals & attitude to risks. We would have no hesitation in recommending his services.

If you want a frank and honest advisor then Ken is exactly that. After my Father passed away and my Mother did not know what to do with their existing savings etc. Ken was invaluable in assisting us in advising my Mother to do what was best. She felt relaxed and completely unpressurised with Ken and completely trusts his judgements and advice as I do myself. You won't get much better!

Ken has proved himself to be routinely prompt, polite, focused and knowledgeable and we have come to trust him as our Advisor.

Ken has overseen our general investments now for many years and over this time we have got to know what an excellent job he does. We are kept fully informed as to what is happening regarding our investment and are happy with the results achieved. Any communication is dealt with swiftly and all members of his company are most pleasant.

Ken has looked after us well for many years. We have seen our investments grow and realised the flexibility of our asset through key mortgage and investment advice. Ken also helped us prepare for the future to ensure inheritance tax efficiencies. He is always very flexible to meet with when and where convenient. Always a pleasure to deal with.

Ken offers an excellent first class professional service in all areas of his business, from his knowledge and understanding of the investment market right through to Wills and Trusts, and I have no hesitation in recommending his services.

My wife and I ran our own business for twenty five years, we have dealt with Ken for about fifteen years his advice and expertise have been indispensable in planning for our retirement. I have always found Ken to give good, clear advice presented in a straightforward manner. He takes the time to explain what he is doing. I am very satisfied with the return on our investments and the level of advice and communication.

The first thing Ken did was have us fill out a "profile form" to ascertain what kind of investors we might be: high-risk, low-risk, conservative, etc. My husband and I both found that Ken listened well to our circumstances and what we wanted and needed, in particular our concerns about the need for ethical investment. He has been very un-pushy right from the beginning always giving us plenty of time to think about things and patiently going through what we didn't understand. He has done an excellent job of getting good returns for our ethically invested portfolio and keeping us informed with updates and reports as well as looking out for the most cost-effective way of managing it. Though always professional, he has the personal touch.

Ken shows a relaxing confidence in his approach to advising on what is best for me and my family. I have been guided by him for a number of years and will continue to do so.