Client Stories

We give you the confidence to make the right decisions. Clients often come to us with a file full of paperwork from various plans they’ve purchased over the years. If this sounds like you don’t worry! We’re here to simplify it for you.

Robert's story

I went to see Mike on a recommendation because I was looking for help with general financial planning. Mike sat down with my wife and I and worked out what we had, what we wanted it to do, and what levels of risk wanted to take.

James's story

It’s hard to judge what’s good financial advice because there’s no way of comparing it - it’s often a gut feeling, but Mike is extremely well informed, honest, trustworthy and professional. Colleagues I’ve recommended him to have all said the same.

Jenny's story

I wanted to leave work at 60, but I didn’t know if I could do it or not. I‘d ended up with a huge pile of stuff that made me really apprehensive. Mike instantly took my anxiety away.

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We offer holistic financial planning and advice tailored to the unique needs of medical professionals.

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