Perennial Wealth

"Dale has helped me to bring order to my finances, and align my investments with my appetite for risk. It's too early to tell what the results will be, but he has been very clear and open about the process, the strategy he will be following, and the fees he will be charging. So far I am confident it has been the right decision to get him and his associates involved."

"I had a question about a frozen company scheme. I contacted Dale after a recommendation from a friend. He was brilliant!! He gave me advice what to do and the reasons why, without any payment to him. Dale was very honest and explained why I should not transfer this particular pension and I am very grateful for his reassurance. Thank you very much. If ever I can give you any business, I most certainly will!!"

"Dale has been very attentive to our requests. He is always prepared to listen and has given us transparent information, putting our needs first. I look forward to establishing a long-term professional relationship with him."

"Dale contacted me after I made a request for an Financial Advisor using Unbiased.co.uk via the GOV.UK Website to review my wife's & My Pensions. We have had a couple of meetings with Dale in our home and he has always been very professional and helpful. he is thorough and explains things clearly in an easy to understand way. he goes the extra mile with communications out of the blue, like explaining how the budget may affect you. I can't fault Dale and would have no reservations about recommending Dale to anyone seeking Financial Advice."

"Excellent; Dale was professional, very well prepared and organised for our meetings. He spent some considerable time asking questions about what I wanted in the future. The kind of lifestyle I would enjoy over the coming years and the income required to support those expectations. I am very pleased with the pension plan that was agreed upon, and have been very impressed by the regular updates. These include monthly newsletters, covering various aspects of the markets, pensions and general financial information. Highly recommended."