Financial consulting in Cobham

“Kate has always kept a watchful eye on my business and from the very start has kept my accounts clean and in order saving me time to focus on what I do, but more importantly, she has saved me a great deal of money! The friendly service and infinite patience she shows are a rare thing nowadays and I cannot recommend her services too highly.”

“Very proffesional, helpful and friendly.”

“I reached 55 and wanted to move my various company final salary pensions into a SIPP. I also had the complexity of a pension in the Netherlands which I was looking to move into a UK SIPP. Alex created a SIPP and consolidated my various pension funds. He also dealt directly with the dutch pension fund and has advised on best approach. He continues to advise on investments within SIPP and has navigated the market swings to provide a good return. Alex has been excellent as a financial advisor with very clear expectation setting regarding investments and personal lifetime financial goals. Alex has been excellent. He is naturally risk adverse when advising on investments and financial commitments, but that is a good thing.”

“I have recently started working with Thomas and have been delighted with the professional and personal service I have received. Thomas is very organised and proactive and I would not hesitate in recommending his services.”