Financial advisor in Rugby

“We were served by Lindsay who was very professional and listened to all our needs. We booked with her last year and because of the excellent job she did we have booked with her again.”

“Highly recommended. Very professional in supporting us with our questions and queries regarding our pensions.”

“We are very pleased to have Pat at Cygnus Financial Planning as our financial advisor. He has provided us with a professional service and explained to us in layman's terms, that we understand, the complexities and requirements of our investment portfolios. Pat has been always on hand to give us advise when we need it and we are very pleased with the services he has provided us to date.”

“Having never had a financial advisor before I didn't know what to expect, but Mark has been fabulous. He has taken the time to explain everything to me and has listened to everything I want and taken it all on board. Highly recomend”

“Chris Carvill has been incredible throughout the journey to purchasing the property. He explains all information and options thoroughly to ensure an informed decision can be made at every stage. He is both warm and professional, but also approachable with any questions and is flexible to work around a busy schedule, which has enabled the process to be as quick and straightforward as possible. I would 100% recommend, he is a pleasure to work with.”

“We recently engaged with Akhil’s brokering service to purchase our first home. As first-time buyers with lots of questions, he took the time and consideration to guide us through the mortgage process from start to finish. Akhils’ understanding of the market and expertise secured us an excellent rate, which allowed us to purchase our dream home. Akhil was diligent, responsive, professional and thorough. It is clear he prioritizes the satisfaction of his clients above all else. Nothing was too much trouble and he went beyond the call of duty to get us over the line. Despite having many clients (to no surprise), Akhil always made us feel like a priority. I would not hesitate to recommend his services or to use him in the future.”

“Thoroughly recommend. Will has supported the transition from Sole Trader to Ltd Company, and helped us navigate the accounting software in a timely, and clear manner. We could not have asked for more.”

“We needed Dan’s help to manage our finances. Our meetings have always been helpful and positive leading to rewarding investments. Dan is friendly and highly professional. I have no hesitation in recommending MDM wealth for anyone who needs financial guidance.”

“The best accountancy service I have ever had. Joanna is a professional who always find the time to help and explain everything from the beginning to the end. I strongly recommend!!!”

“Can not recommend Syd enough. So much more than your average accountant, goes above and beyond. Extremely knowledgable & professional. Worth his weight in gold.”

“I have used Lisa now for over 2 years and she has always been helpful, professional and is very quick to reply and get work sorted. Great experiance and will continue to use her in the future Very please with the service”

“Met Lisa Millward for the first time and was very impressed with her knowledge and grasp of detail across the areas of financial management that she may be able to add value to in our situation. Particularly refreshing was her lack of pedantry or use of regulatory "shielding" to hide behind and her honesty in considering whether she could genuinely help. She is assessing what she can contribute, if anything, after our initial meeting.”