We were overwhelmed by advisors who seemed to be in a hurry to make rapid decisions for us and treating our financial needs like another case on a production line. After many hours of quality time spent by Susie on our pension plans we are really satisfied with the outcome and the way our investment is growing! Thank you, Susie.
I have no hesitation in choosing Susie to manage my affairs. I particularly like the way she delivers information. It is to the point and clear, unlike every other financial adviser.
I have been very impressed by Susie’s level of knowledge and in explaining my post retirement options, especially as I was in the middle of taking my pension when the budget changed things.
Susan has been our adviser for over 25 years and she has guided us with kindness and knowledge. We have been very pleased with our investment performance.