Testimonials
Russell Waller
A healthy financial future
Russell has been my advisor for 25 years from my first mortgage, occupational and work pensions and long term investments. Russell's advice has seen our investments face economic challenges particularly following the pandemic, which enable the early ending of our mortgage and investments grow into a healthy financial future.
Considered and balanced portfolio
Russell has given us a considered personal portfolio to suit our needs and concerns. He was professional and extremely knowledgeable and helped with both financial investment and inheritance issues too.
We made our investments very recently and haven’t been able to monitor the outcome as yet but we are happy with the proposed interest returns and the way in which our investments have been strategised
Above and beyond
Russell has partnered with us along the whole journey. Listening carefully to our wishes and aspirations and then guiding us in the right direction. He is exceptional as he cares so deeply that our outcomes are met. I have simply stopped worrying about my finances but I am also more actively engaged -because of the care we have received from Russell
Russell goes above and beyond in so many ways.
Laurence Jackson
Clear Advice
Laurence was friendly and a good listener. He provided very clear advice, including enough information about their services for me to be able to make an informed decision, costs and the next step if I decide to go down that route. I didn't felt any pressure to agree to anything but feel confident that, if I do, I would be in really safe hands with Laurence.
Trustworthy
Friendly, clear and relaxed, Laurence was easy to follow, even for a financial luddite like myself. I would trust him, he seemed very down to earth and honest.
Helpful Guidance
Laurence made me feel completely at ease talking about my finances and gave me really helpful guidance. I now have a direction with my financial goals and it was excellent to be supported by a professional like Laurence.