Don’t just take our word for it.

“He has helped us through the rise and fall of the markets”

Wayne has always provided sound advice and been open and honest regarding financial situations. 

He has helped us through the rise and fall of the markets, always keeping in touch and ensuring we are happy with our investments. Wayne is always our first point of call whenever we have financial matters we wish to discuss.

Mr and Mrs S, Sheffield

“We’re making a huge saving on our repayments”

We’d like to say thank you to Mark for helping us to sort out our mortgage, we are making huge savings on our repayments.

Mr and Mrs B, Huddersfield

“We have seen our capital steadily grow”

We first met Wayne in early 1992. He immediately impressed with his financial awareness and, as a result, we changed direction with our savings at that first meeting which proved to be most beneficial. 

When Wayne became an I.F.A. we asked him to take on responsibility for our investments. Our instinct proved to be well founded as we have seen our capital steadily grow.

The ‘credit crunch’ has affected most, if not all, investors. We are pleased to say, however, that as a result of Wayne’s prudence, the financial downturn has affected us minimally.

Mr and Mrs R, Derbyshire

“I found Mark to be most helpful and professional, offering the advice I needed to prioritise and plan my finances for the future”

I have had several meetings with Mark who I found to be most helpful and professional, offering the advice i needed to prioritise and plan my finances for the future.

I held several workplace pensions from previous employers, Mark has helped me to plan for retirement by offering his company’s products which will help to grow my pension provision.

He is very knowledgeable of the current tax rules and this has enabled myself and my husband to draw down some capital now when we can gain the most benefit from the cash while still protecting our investments.

Mr and Mrs L, Huddersfield

“Highly recommended to anyone who is looking for security in a very uncertain world”

Financially and personally, the relationship has been a success and the investment growth, albeit in a fairly unsettled financial climate, has been impressive.

Lee is very switched on, and his down to earth approach to complex subjects is reassuring.

Highly recommended to anyone who is looking for security in a very uncertain world.

Mr W, Thurgoland