Our clients are a mixture of individuals seeking to invest for growth, income or both and corporate clients many of whom have used my services for many years. Long term relationships are important if you are to get the best out of the advice provided. Here are some of the things our clients have to say about us; ‘Alex help proved invaluable during the sale of our business and in dealing with the difficult and complex issues which we had to cope with. I would be pleased to recommend his services to anyone.’ Ian Nelson.
‘Alex has looked after my financial planning affairs and those of my family for over 25 years . During that time he has advised on a number of complex issues which have resulted in the creation of effective investment and pension planning strategies. In addition to advising on my personal portfolio, Alex advised my company on its Employee benefit programs. I would have no hesitation in recommending his services.’ G Andrew Day
‘Thanks to the advice Alex gave me, I managed to save significant amounts of tax which would otherwise have gone unnoticed. The savings were subsequently invested into an imaginative and ethical investment arrangement which is performing well even in this difficult investment market.’ G Wingate
‘Creative and outside the box best describes the advice we have received from Alex. He was recommended to us and I would be pleased to recommend him to anyone in need of good advice.’ Neil Thomas
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