Kevin & Aileen H

Kevin and I would like to thank you for the time and effort that you afforded to us in regards to the Financial Plan that will help us secure a better future.

Your attention to our circumstances was greatly appreciated, and your excellent advice has helped us to see how we could maintain a better lifestyle for now and in the future.

Your interest was also appreciated as we had spoken to other Financial Planners and it seemed, that because we were not big investors, they did not want to deal with us.

The benefits of your advice came to the fore in December 2009, when I was unexpectantly offered a redundancy package. As we had your plan in place it enabled me to accept the package with much more peace of mind than if our financial situation had been as tenuous as when we first met with you.