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Our Clients

A service chosen nationwide…

While our offices are based in the South of England, we offer professional, friendly one-to-one financial advice wherever you live in the UK. This map shows the extent of clients who have chosen our services outside the areas where our local offices are based.

“Friendly, personal advice from someone we trust…”

C.R – Penzance

“ I thank all the staff for managing so well for me, at such a turbulent time in the market. I always look at switch recommendations and [am] always impressed with reasoning behind them. ”

A.C – Portsmouth

“ It is always possible to talk to someone very quickly, even outside of scheduled meetings. ”

G.R – Beaworthy

“ Independent advice and excellent customer care. ”

J.B – Ottery St Mary 01872 306422