Testimonials
Read some of the feedback received from clients.Kristin has massively helped me enter the world of finance and investing. I was a complete novice, with questions and ideas on what I should be doing with my money. We spoke through these ideas and Kristin was able to identify the best areas for me to invest right now and has been patient enough ...
Simon Neville has been a trusted colleague, business partner, contact and friend for many years now. Solution minded, his easy going nature is complemented by a very thorough knowledge of his sector, and backed by the highest levels of integrity. A person to trust, to learn from, to form a long...
Simon has always delivered sound advice to me on my overall situation, and understands changing needs as time goes by. I have recommended him to several friends and all have come back extremely grateful to have seen him.
Simon has provided timely and sound advice regarding various financial matters from tax to savings and investments. He provides clarity around all options available and is excellent at making it simple and easy.
Firstly, a big thank you for sorting everything out for me and getting me on board. I really appreciate the patience and support in getting me over the line – especially as I am terrible at looking after my own affairs. I'm feeling much more confident for my future financially and feel grateful t...
Kristin has made all the difference in helping me get ‘financially fit’ as I made the transition from being employed to running my own business. She has helped me get the right financial products in place to ensure I’m maximising my earnings, whilst having a very thorough understanding of my wide...
Kristin has been the consummate professional in advising me on my financial affairs. She has made herself available, provided suggestions for my consideration, been exemplary in her communication and shown the utmost patience with my myriad of questions. She has enabled me to consolidate my finan...
This exercise of cash flow modeling has been very helpful in helping us see a comprehensive view of our financial position, especially given the complexity of multiple assets and pensions! Your expertise and advice has been professional and clear to understand. We also appreciate the referral to ...
