"Positive experience"

Very friendly, professional

"Online consultation"

I found my session with David and Carmel to be so helpful and informative. Everything was broken down and explained so well, with David checking that I was sure about everything along the way.
I am much clearer on my options now. Thanks so much.

"Top class company."

Fantastic company who break down all the financial jargon for the ordinary joe soap to understand. Carmel and David are extremely knowledge in their fields and put their clients first. They are very responsive and are always on hand to answer any questions I may have. I would highly recommend them to anyone thinking of planning for their future financially.

"Insightful, highly informed consultation"

An insightful and very well informed consultation with Carmel and David. A comprehensive report was emailed afterwards with everything that was discussed. Highly recommend!

"Professional, Knowledgeable and courteous"

I contacted David and Carmel just before Christmas 2022 as I didn't have a clue what I needed to do with regards to income protection and AVCs. Everything was explained to me in simple and understandable terms. Within a matter of days I had two policies in place. Thank you both for getting me up and running with my financial planning.

"Excellent Service - Excellent People"

David & Carmel are so easy to deal with. No question is too big or small. They are so knowledgeable and their passion for helping people is so evident. They share so much of their time and wisdom on social media and are not one bit pushy. Couldn’t recommend enough.

"Excellent service"

David and Carmel were so friendly and helpful. They answered all of my queries and suggested things that I could consider in advance of my retirement. A pleasure to deal with them.

"Very easy to understand breaks it into…"

Very easy to understand breaks it into small understandable chunks. Didn’t feel foolish asking basic questions that I didn’t understand. Was complimentary about what I was doing right. Felt good after the call.

"Very informative and helpful"

Very informative and helpful. No question went unanswered. Feel much more reassureed in planning for the future.

"Terrific and trustworthy service"

Terrific and trustworthy service from David. Both himself and Carmel have been extremely helpful and I would highly recommend contacting them and using their service in your financial planning.