Graham Bentley,

In our care since 2010

Running an investment business myself, I am keenly aware of the value of independent, high-quality financial planning advice delivered at a sensible cost. It requires deep technical expertise along with constant monitoring of changing rules and regulations. Ray and the team have a clear understanding of what I want to achieve, while at the same time identifying needs and factoring in ideas I have not thought of. Most especially, they explain complex issues in an uncomplicated way; meetings feel more like a conversation with a friend than an adviser and client. I can highly recommend them.