What my clients say Extremely pleased

I wanted advice as to how best to invest my lump sum and other savings to enhance my retirement income and Ian has provided advice and guidance on how to look after those investments.

In difficult financial circumstances, the results have been pleasing. Ian could not have done any more in the circumstances and we have been extremely pleased with how our investments have performed.

We would not have any hesitation in recommending Ian to anybody wanting to discuss their financial situation.

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Mr & Mrs H, North Yorks

What my clients say Simple and clear explanations

My wife and I had money from the sale of our house that we wanted to invest, and Ian was recommended to us.

Ian recommended the different and best ways with what to do with our finances that would suit us.

Given the political circumstances over the last few years with world economies and growth, finances have been quite static for this period, but we have been extremely satisfied with how our investments have performed. As the political situation changes for the better, we hope things will continue in this manner and look forward to Ian continuing to keep us abreast of any changing situation

As a retired couple, we try to keep up with affairs of local and countrywide political / financial situations. We do not regard ourselves as any kind of experts and rely on Ian’s expertise to guide us.

We would certainly recommend Ian to anybody looking for financial advice but require simplicity and clear explanations which allow you to understand through the complexity of this area.

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Mr & Mrs B, Halifax

What my clients say First rate advice

I was coming up to retirement and needed assistance to go through various investments that we already had. We had taken these out several years previously and had continued to pay into them regularly but had not really received any new financial reviews or advice about them.

Since being recommended to Ian, he initially sorted out the tangle of investments and ISAs and made sense of them for us. Perhaps like others who had been “investing” over the years, we did not actually know what we had.

Throughout our time working with Ian, we have been contacted every quarter and seen a modest return on our investments despite the volatility of the markets.

I believe that Ian has given first rate advice and cannot find fault with the suggestions made with regard our current investments.

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Mr W, Harrogate

What my clients say Has your best interests at heart

Ian is a great guy. I have never been trusting with investments and parting with money but the understanding Ian has given me has enabled me to make some much better financial decisions. He educated me and helped me understand finances in a simple relatable way. I am huge on relationships and people and this is where Ian is completely different to other advisers I have spoken to previously. He cares more than just about your investments and finances. He truly has your best interests at heart and has no judgment as to the amount you are looking to invest

Lauren Winfield England Ladies Cricket Professional

What my clients say First class advice

Since being introduced to Ian, he has really helped me understand my financial position and put plans in place for my future goals. His understanding of Professional Sport, the highs and lows, short length of an average career and its demands on the individual is first class and he is always on hand to help and guide. In a difficult world, his advice has been first class, provides regular contact and the results seen have been extremely pleasing. I don’t think Ian could have done any more in the circumstances. I would not have any hesitation in recommending Ian to anybody wishing to discuss their financial situation.

Benny Howell Gloucestershire CCC