Testimonials
Read some of the feedback received from clients.Having had a number of pensions from previous employment positions, it was getting too complicated for me to look after and to maximise investments. Lucy and her team made the pension and life insurance journey effectively and efficiently, making sense of what was right for now and where I wanted to...
The financial advice given to us by Lucy has been extremely beneficial. She is very sensitive to our needs where investment planning is required. She is able to impart information in a relaxed but knowledgeable manner along with being a good listener. We have no hesitation in recommending her to fri...
Now in our second year with Lucy, we find her to be highly professional and approachable at any time. She has taken the time to understand our lifestyle and financial objectives and then matched them against investment options which are patiently and thoroughly presented without pressure and with gr...
Lucy is a delightful lady with amazing knowledge. She explains financial matters in an easily understandable manner. A simple telephone call to her office generates an immediate response. My wife and I would have no hesitation in recommending her to anyone needing financial advice.
On our first meeting Lucy came across as a very pleasant person and an efficient financial adviser. Lucy went over my current investments and a new one I needed advice on. A suitable agreement was made. Lucy also advised me on my sons new investment and once again satisfactory advice was given. I wo...
Lucy has always presented her advice in a very professional and caring and kind manner. She always explains things in laymans terms using diagrams and charts to aid in my understanding of what she is advising. Lucy has gone above & beyond what I initially came to see her for and is always striving f...
