WHAT OUR CLIENTS SAY

John has always managed my financial affairs with carefully deliberated and meticulously considered advice. He has the most pleasant personal manner of delivery of such information which exudes confidence and trustworthiness, and I wouldn’t have a moment’s hesitation in recommending him to anyone needing sound, sensible, intelligent financial counselling.

For nearly twenty five years John Morrison has advised me and helped me with my finances. I have always found him to be trustworthy and professional. He understands my need to have a solid portfolio and as such advises me on the correct investments. John continually updates my holdings which is particularly important in times of a recession and the eventual upturn. Discussion is always advocated by John. John is now a good and honest friend, giving excellent service. I would not hesitate to recommend him to anyone.

I have known Joe for over 18 years now and has always provided me with straightforward honest advice. He is very approachable with no query or question too trivial, he and has recently guided me through the complexity of retirement planning, help make one of the biggest financial decisions of my life seem simplistic and stress free. He has made sure with regular reviews that my retirement goals remain on track and I am now looking forward to a comfortable retirement in due course. I would not hesitate to recommend Joe to anyone that needs help with their financial plans whatever they may be.

I have known Joe for 17 years, firstly as a colleague when we worked for the same bank, he always impressed me with his honesty and integrity in the years we worked together. When it came to managing my personal finances, I knew Joe was the person I wanted to assist me and my family. I whole heartedly recommend Joe to any clients who wish to benefit from his trustworthy advice and genuine caring nature.

Not only has Alwyn compiled a thorough review of my financial affairs, but he also took the time to perform a detailed analysis into the things that mattered to me where others have dismissed my concerns. This truly impressed me.

I was recommended to Matthew by a colleague at work as I was going through a divorce and really needed someone who knew about pensions and investments to help me. He took a lot of time to help me with the different options and make the right decisions about my future. I have always found Matthew to be an extremely proactive and technically knowledgeable financial adviser who has always provided me with an excellent service. I have found him incredibly supportive and I would definitely recommend his services.

Matthew has looked after our personal investments for the last ten years and advises us on how to best manage our money and assets. We started using his services after an initial consultation where we talked through our existing arrangements, aspirations and priorities, which Matthew was able to quickly assess and then make recommendations in a language we understood. We now consult with Matthew on all financial matters as it's nice to have someone to turn to who knows more about what's happening than we do! I couldn’t recommend Matthew more as a financial adviser.