Testimonials

First and foremost Kerry used language I understood! I did not really understand how pensions worked and I appreciated how she explained it all to me in a way that made sense. She was very patient and was happy to talk through a number of different scenarios so I could make informed decisions. I like the fact that I feel I can go back to Kerry at any time to ask a question or check something out.

Kerry explained everything in simple terms and kept us updated throughout the process. We are very happy with her service.

Kerry is an approachable, friendly and very efficient adviser. She knows her stuff and she explains succinctly and clearly all the issues and options.

We are very pleased with our investments and level of ongoing support we get from Kerry. Kerry has provided an excellent service and is very responsive to any queries we have along the way.

Kerry was very dedicated to us as individuals; our lifestyle, our wishes for the future. She asked questions which we hadn't considered ourselves which was very helpful. The outcomes of our plan were discussed in detail which gave us the option to change things which we felt suited us better. We now feel that we have a clear and manageable plan.

We got more than expected with a clear plan we understand. We are really glad we did it!

Kerry took the time to appreciate my personal circumstances and help to provide the best and most affordable product to suit my needs. She fully explained the process at our initial meeting and kept me updated throughout until ultimately she helped me to select the ideal product.