Testimonials
Read some of the feedback received from clients.Dan has helped me tremendously with my finances. Very easy to talk to and explains everything in simple terms so I can understand. I had an existing investment with another provider that I wanted to discuss with a financial adviser.
Having had financial advice previously from Dan he has always provided clear and knowledgeable advice and always in my best interests. In the complicated world of investing and pensions I have always considered Dan to be a safe pair of hands providing guidance and advice. I would recommend him to...
I have known Dan for many years. I trust Dan with my investments and he even took me out for fish and chips to my favourite restaurant when my wife passed away.
Dan is just brilliant! I feel so much calmer and relaxed knowing we got Dan in our corner helpis us to make financial decisions for our future. From the outset, Dan really listened to what my husband and I wanted, even to the 'off the cuff' comments, he made a note of it all. He's gone above and ...
A previous adviser didn't keep in touch and then having Dan look after our finances while he was in his last building society role, we didn't hesitate to keep with him in his new role.
