“I introduced Flora to some valued clients of mine, who needed clear, understandable financial advice for their growing business and their personal circumstances. Flora worked in partnership with me to ensure that her advice was complementary to mine, and I feel that she has given an excellent service. I wouldn't hesitate to recommend her again.”
“…a fantastic working relationship, built up over many years. I trust you.”
Canon Adrian M. Rhodes
"I always feel so thoroughly listened to when I consult Flora. This is a rare commodity - and it inspires great confidence that the recommendations made will be in my very best interests. There is such great reassurance in knowing that."
Roger & Sue Watts
"I just want to say a big thank you for sorting out my pension funds etc. and confirm lump sums and the monthly payment have now been received. I would have no hesitation in recommending your company to anybody."
“I have referred several clients ... regarding financial matters arising from their divorce. I have received excellent feedback from these clients ... investment advice including pension planning, life insurance and other insurances such as income protection insurance, critical illness insurance and also advice on mortgages. Clients often feel overwhelmed whilst going through a divorce, particularly when it comes to their financial situation ..."
"You make me feel at ease when we work together and you know your stuff!"
"We contacted Flora to assist us in planning for our early retirement! She has been amazingly helpful and has advised us wisely to such an extent that we have been able to retire over two years early with financial security. We would never have done this without her. She is very knowledgeable and gives clarity to financial complexities in a way that we can understand! Flora is a warm person with great professional and personal integrity. I recommend her unreservedly."
“…Whenever I needed anything, it was done straight away. I’m in a much better place now.”
Just a note to say thank you for your advise on my pension, there are not many people you can trust these days but you are one of them, well done. <p class="myrating">Rating by <span class="reviewer">John Coburn</span>: <span class="rating">5.0</span> stars </p>
"We have used Flora on more than one occasion to provide financial and mortgage advice. She has been very efficient, found us good deals and helped us with the paperwork - as well as being great to deal with. I would be happy to recommend her to friends and colleagues."
“...thank you for helping me sort out the pension, it left me to think about my life”
“…Professional and delightful…in advice and manner.”
We proudly support the PFS Consumer Confidence Campaign
The 2014 budget has given us some very useful surprises, but what do they mean for you? Read on if ‘retirement’ will be in the next 12 months for you, because this could make a big difference.
Pensions have seen very welcome changes for those who did n…
One aspect of estate planning and wills is what happens if you own a property with somebody else, You might own a property with a partner you are not married to, another family member or a business partner. It is important for you to know whether you …
Q: When is £121,665 the same as £127,628?
A: When the difference is £18, of course.
Okay. It’s rubbish as a joke or a maths question but I’ve been puzzled by this for some time now.
The question I’m grappling with is ‘Should your financial advice fees …
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