Having never received financial advice in the past, I wasn’t sure what to expect. During our initial meeting, Andre clearly explained the process and what I could expect which was comforting. What I really liked about dealing with Andre was that he was able to explain technical pension and life insurance terms in such a way that I could understand which gave me confidence in the advice he gave me. As well as this, he kept me up to date at all times on my policies and is always on hand to answer any questions I might have. Having dealt with Andre I now feel more confident in my future plans and as such I would highly recommend him to anyone seeking financial advice.

I am a former Business Relationship manager with BOS and have dealt with numerous Financial Advisors throughout my career.  The fact that I chose Jamie to handle my pensions, speaks volumes for him.  Jamie’s advice and his skills and knowledge allowed me to retire earlier than I first thought. Jamie visited me and analysed both my partner’s and I’s finances and on taking his advice I am now retired.  Jamie is very easy to deal with and is very down to earth, he is the type of guy I would go for a pint with. I have total trust and confidence in Jamie and I would not hesitate to recommend Jamie to anyone.

Calum has worked with my husband and I over the past few years in respect to our retirement and investment planning. Admittedly, we had shied away from financial advice for years which had left us unaware of how our investments were actually performing in the run up to our retirement, but we are so glad we took the decision to work with Calum. His technical knowledge is first class but what is more impressive and comforting is his attention to detail with regards to our personal goals and aspirations for retirement. It is clear he is a very professional individual and his ability to explain complex scenarios in simple terms was something which was very evident. We would most certainly recommend Calum to anyone who requires financial advice as it has been an absolute joy to work with a young man who is so passionate about his work.