"Mike has been absolutely fantastic"

Mike has been absolutely fantastic, from the initial call to discuss my pension situation through to his help transferring my pension pots, very calm and makes things easier to understand. Would thoroughly recommend.

"Best mortgage advisor "

We always come to Christine Poynter for mortgage and insurance. Christine is extremely efficient, friendly and makes all our stresses and worries disappear. Nothing is ever too much bother for Christine. Christine is extremely knowledgeable and current with all mortgage matters. I highly recommend her enough

"Pension review "

Chris was very thorough and helpful in our yearly chat about my pension, a very professional individual, Beals have been very good with me over the last 20 odd years.

"Simon Davies recently advised on me a…"

Simon Davies recently advised on me a life insurance policy. It was a smooth and stress free experience. I would highly recommend using his services again.

"5 star review."

As always, James Black has been extremely helpful. All my questions are answered and I am very pleased with his advice on handling m pension.

"Brilliant service and peace of mind…"

Brilliant service and peace of mind given to me by Trevor Wallbridge. Always on time and always has the answers to my questions.

"Excellent service "

Trevor Wallbridge has been advising us with our finances for at least 11 years now.
We have benefited greatly from his in-depth knowledge and assistance.
Trevor has been great at explaining a lot of financial business that we would not otherwise understand.
Very satisfied with the company and with Trevor.

"James is very knowledgeable,and…"

James is very knowledgeable,and understanding with me after having a stroke, and gives me great advice and guidance.

"Pension Transfer"

James Black has been providing a pathway to improve my financial planning. This has taken time to achieve, which is totally down to me and throughout this period James remained very patient and always remained confident that he would get me across the line. He has a quiet but positive demeanour and a pleasure to work with. I would be very happy recommending James supporting others with their financial planning.

"Trevor wall bridge"

Trevor wall bridge, has given us a great service. Always explains everything to give us peace of mind that our money is safe and we can get on with enjoying life.