February 2021
Very happy with the service received from Dave, the advice was given in a clear precise manor with extreme professionalism throughout. Pleasure to recommend.
February 2021
From first contact to completion David was very friendly, knowledgeable and explained complex financial matters in a way I could understand. Having had some experience in financial matters, I can confirm that in those areas David’s statements were in exact accordance with my knowledge.
Whenever I have contacted David by text (my preferred method) the response has been quick, either by return text or telephone call. I am entirely satisfied with both David's knowledge and customer service and very happy to know he will be reviewing periodically my investments.
February 2021
Having reached my thirties, I realised that it was time to start looking at private pension options. Then I found Dave. Dave put me at ease from the beginning. He takes his time to make you feel comfortable and explains all your queries and questions. He is a very professional financial adviser and I have no hesitations in referring his services to friends and family in the future.