"Peter listens, gives consistent and sound advice and reminds you to fill in the forms you have put off completing!"
"Solid but creative advice, mixed with a down to earth approach. I have much valued Peters input."
"Aaron is a knowledgeable professional, and his patience served him well in dealing with me when business and life’s challenges caused ongoing delays in getting business done. Overall, Id have no hesitation in recommending Aaron."
"I have used Aaron’s services to consolidate pensions and advise on the alternatives available. I established with him that a SIPP was the way forward and Aaron sorted out the rest. Great service."
"I have known David for 10 years and value his expertise and advice highly. He takes both a proactive and practical approach to pension planning and investments to achieve consistently good results."
"David has provided me with great financial advice over the last 6 years."
"David has provided me with advice over the last 4 years and has always been very personable, clear in his explanation of my options & not pressured in terms of taking the advice offered."
"David makes the complex world of investments seem simple and he brings great insights and honesty to our discussions and his advice so far has been very valuable."
"David has been my financial advisor for over 10 years and has managed my affairs with great results. He has the ability to explain financial matters in a straightforward way, and has a creative approach to investments which takes into account the individuals specific requirements and preferences. I have recommended him to friends and colleagues who have been similarly impressed."
"I have utilised Peter’s services over the years as I have moved companies, to advise on my pension arrangements. I have found his honest, straightforward, no nonsense advice invaluable."
"Peter has been my pension and financial advisor for the last 5 years and has helped create a plan that suits my longer term objectives. Peter provides a comprehensive report and gives advice and guidance that are relevant. Through Baker Gladstone I purchased a Sipp that has performed well in a difficult market. Peter is open and transparent regarding fees."
"Aaron has provided me with consistent, timely advice and gets the balance right in terms of contact time."
"Great advice and great results so far. It is always traumatic to change policies and took time with due diligence, but Aaron is trustworthy and knowledgeable. He has my recommendation."
"David and his team have been very helpful, pro-active, focussed and committed to helping my family and I with our financial planning, mortgage protection and tax planning needs. A pleasure to work with."