What our clients say
Our clients often say we feel like part of the family. Here are their stories of how we've helped.
Sean
Our conversations are never just about financial planning. Neil’s very good at placing your finances in context and exploring with you what it is you want to do with your life. As he says, if you purely focus on the financials, you don’t see the bigger picture.
Richard
At an extremely difficult time, Neil was an incredible support.
Don and Peggy
Neil produced a cashflow analysis for every year of our life up to age 100. We’d never looked at it that way.
Frank
Neil used his expertise to ensure we had enough cash to fund the whole project.
Elaine and Michael
We know we don’t have to do what he says - he’s only advising – but we do because it’s good advice.
Dave
I’m much happier now, knowing my financial affairs are all taken care of.
Charlotte and Bill
On really difficult days, a phone call and chat with Neil would get us back on track.
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