We incorporate our values into our working practice, making our service excellent and greatly appreciated by our clients. This is what our clients say:

Our team

  • Robin was truly first-class. He is that rare animal in the world of Financial Advisors: honest and very competent. His advice revealed his integrity… his competence was obvious. I would not hesitate to recommend him wholeheartedly. EV (ex pat)
  • We have had great confidence in your guidance and with the investment that you arranged for us. I am really pleased that the Which? Magazine money helpline passed me your contact details. Mrs B, Plymouth
  • Your listening skills are acute and accurate. Your focus impeccable. Thank you for the letter you wrote. I am grateful for your help. Mrs M, Torrington
  • I am glad that Which? referred me to you. I don’t think that geographical distance matters. The most important thing is that all advice is transparent and given in writing. Mr G, London
  • …Duncan is a great asset to your firm. Mrs J Totnes

Our work

  • I would like to thank you most sincerely for all the work you have done. I look forward to a long association with you and your company. Mr & Mrs N, Wellington
  • Thank you for your efficient service and tremendous integrity. Mr C, Taunton
  • We are really appreciative of the expertise and care you have brought to looking after our financial affairs, and are very grateful indeed for the restructurings that you have helped engineer which have seen us over a turbulent spell in the markets. Mr & Mrs B, Exeter
  • Thank you for your letter we find it insightful clear and succinct. Dr G, Ilkley
  • I thought, after all, that I would write to thank you and Debbie again for your persistence and patience (particularly with me) in pursuing the matter of my pension and cash payment to an eventual and successful conclusion. Your letters of complaint to [the insurers] were evidently most effective in obtaining recompense for their dilatory progress. I wish you good fortune in the years ahead. Mr A, Sherborne
  • Your initial work and your advice thereafter has made a real difference to our lives and our future security. Mr & Mrs S, Taunton

Our accomplishments

  • Congratulations on your achievements – you’re the best IFA I’ve ever had. CH, Gloucester
  • I wonder if you know you are praised in Which? Magazine. Dr R , Exeter
  • May I offer my congratulations on the news of your further success in the annual awards. This can only serve to reinforce your clients’ confidence in you and your team of advisers. As the law has just moved to prohibit the paying of commission, your stance [as long standing fee only advisers] is endorsed. SM, Liverpool