It Begins with an Initial Chat
I was introduced to John in 2016. Being at an age where I am only a few years away from retirement, I have been very privileged to have met you. There were things that I never knew about or understood however with all the hard work you have done in the background, it makes it look so easy to understand.
The wonderful thing is that it has given me a peace of mind with one thing less to worry about-I know that I can always count on you for any advice and point me into the right direction. Admire your amazing work.
“I went to John about firstly my TTR, in this he was a great help and recently I have been dealing with John to prepare me and my finances for retirement. He did a whiteboard demo and sat and talked with me until I totally understood all I needed to. He is a friendly caring person and great to chat to. I am very pleased with his services and very confident that I will have a wonderful retirement thanks to his advice.”
Previous to accessing the advice of John I had never been to see a financial advisor so I was quite nervous. From the first meeting day my concerns were allayed. John was easy to speak with, explained everything well and he always followed up with plans that we discussed. Also, if a phone call was made to him and he was not available to speak with you at that time he would always call or email you back.
I have been extremely happy with the service and advice he has provided and highly recommend him.
We have used John on many occasions to assist us with our finances & insurance needs, we found John to be very helpful & capable also he was a great help and assurance with advice when having to place our parents in care.
John’s experience and expertise was obvious to me when I met him. He understood my financial concerns and designed a plan which was greatly beneficial for me financially and with my estate planning. We have regular reviews and he is easily assessable. My only regret is that I didn’t meet him 20 years ago.