What Our Clients Say

Advisor: Calum

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.

Advisor: Jamie

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.

Advisor: Jamie

I contacted Jamie for financial advice after separating and being on my own with young kids. I had also recently started a new job and required advice on pension products.  The most important thing for me by far though, was having peace of mind that my kids would be provided for financially if anything happened to me. I knew Jamie from a previous job and wanted to speak to someone that I felt comfortable with and trusted. On speaking to Jamie, he immediately made me feel at ease and knew exactly what I was looking for. Jamie was very flexible with his appointments and he came out to see me when it suited me and my kids. Although I am used to and very familiar with filling in forms, Jamie helped me with this process as they were quite complicated. During the application process, Jamie always kept me up to date with the progress, which in itself gave me peace of mind. In the end, Jamie helped me with life insurance, critical illness cover, an ISA and a pension. Jamie was absolutely excellent from start to finish and I felt he really helped me out. He is a lovely and trustworthy guy and I would definitely recommend him.

Advisor: Jamie

Jamie is very affable, professional and friendly on a consistent basis. His product knowledge in pensions and investments is very detailed and it is abundantly clear he knows his stuff. Jamie will always recommend and advise me on products which are tailormade for me and my circumstances and not just products he wants to sell.  So far, it has worked for me and I am very confident and relaxed in the decision’s that Jamie makes with regards investments. I regularly discuss my investments with my brother who is a retired Financial Advisor and he always agrees with the advice Jamie has provided, which tells me a lot. The best thing I can say about Jamie is that he always does what he says he is going to do and is always available or returns your calls. I have had dealings with various Financial Advisor’s and none of them measure up to Jamie.

Advisor: Andre

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.