Recent changes announced by the government to the state pension will result in nearly six million people currently in their forties having to wait longer until they can retire. This is a...Read more
Two of the biggest concerns faced by workers when they reach their 50s and 60s are those of achieving job satisfaction and a work/life balance. Recent studies have offered fresh insight into the...Read more
Mental Health is a growing concern in today’s workplace – gaining regular coverage in the news and media. The CentreForum Mental Health Commission, recently stated that “all organisations...Read more
A recent study has revealed that people who seek financial advice from an independent financial adviser (IFA) are on average £40,000 better off than those who don’t. The Research The...Read more
Paul was recommended to me by a colleague, i am always very guarded when speaking with professional finance people but Paul was very different from the usual, he was extremely helpful, he listened to my needs and offered me lots of different options, he explained everything very thoroughly and always conducted himself very professionally.I trusted him 100% with my financial needs and his advice has put me in a very comfortable position.I have since recommended him to other members of my family and a lot of my friends/business colleagues.I would thoroughly recommend him for all your financial planning needs.
The last adviser i had was very friendly and easy going but i felt that i made most of the decisions , Howard is also very easy to get on with but has come up with suggestions that fit with my plan.I like to feel that my advisor is listening to me and then together we can agree on the best way forward, i have found Howard very good in this respect.
Paul has been our financial adviser for many years and has helped us with general investments and pension provision. We have always found him to be approachable, trustworthy and reliable. He understands our attitude to risk and our need to be cautious investors and has explained thoroughly and in simple terms any possible changes that might affect us. He keeps us regularly updated with our investments and is always available to give us advice on any other financial problems which may occur. We would not hesitate to recommend him to others.
Howard is very down to earth so you understand what he is telling you and very honest so you know that he is telling you what is best for you and not him!
Howard explains what he is going to do in a calm, confident and readily understandable way. He is excellent at explaining exactly what he is proposing to do and how much it is going to cost. Whatever I wish to discuss with Howard, he has the ability to give all the reassurance I need.
Howard clearly explains to you the reasoning behind his decisions . He is really helpful in assisting you in making the right decisions on investing safely by providing information on fund I choose but also providing alternatives that I might like to think about. He is also proactive in his approach to safeguarding my investments.