Testimonials
Read some of the feedback received from clients.As a Financial Adviser Jonathan went above and beyond to help me with a recent issue by working with my accountant to find a quick solution. I would highly recommend Jonathan to anyone who needs financial advice from a trusted individual who tailors solutions to your needs, and is always there wh...
Jonathan is one of the most down to earth and caring people. At the worst time is my life when I lost my mum, his only care was about me and my husband and daughter. As a line manager, the consideration he showed was second to none. I have told many people on many occasions - if it hadn’t been fo...
What an outstanding experience following a recent meeting with Jon. I was looking for someone to really understand my complicated financial position and Jon certainly ticked all of the boxes. He was attentive to my current situation and understanding of my longer term aspirations. He offered me c...
