What we do

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.