Ayling Financial Wellbeing 12 The Soke, Winchester SO23 0HU

"Bruce was fantastic! So easy to talk to, listened to our complex scenario and gave us some excellent advice. I trust him implicitly and will be continuing to use his service. Thoroughly recommend!"

"I can highly recommend Bruce Ayling at St James for sound financial and investment advice. He explained clearly how my money could be invested, offering personal , thoughtful advice tailored to my situation and needs. He uses several visual aids to support his advice which show potential growth over a number of years . These can also be used to view or edit any future changes in circumstances easily. Overall I felt confidant in choosing him to support my finances."

"It's such a relief to have our finances well cared for, and so reassuring to know that Bruce is there if we have queries in the future! My husband and I did not have a clear view of our finances and needed to get life insurance. Bruce found us a great joint life insurance product and made us really think about what would need to be in place if either of us died. I found the SJP app showing our net worth for the next 50+ years particularly helpful in understanding where we are with pension planning. He also moved sorted out our various pensions and made sure they were in the best place. We've had a full financial MOT and I have peace of mind which is wonderful! I know that Bruce has got the knowledge and experience to look after our financial health. He's also a delight to work with. I highly recommend Ayling Financial Wellbeing."

"I had money saved in my bank account and thought there could be smarter ways to invest my money instead of just lying fallow in the bank. Bruce was recommended by my accountant and I had a call with him explaining my circumstances and he came up with a financial plan that was suited for me. He was very helpful in explaining the details and professional all the way. I couldn’t have asked for more."

"I am in my early 50's with a range of pension/financial products that needed appraising and consolidating. I also needed someone I felt confident in to keep me on a sensible path going forward. Bruce looked into all the pensions and other items I had not really paid attention to and worked out a clear and well thought plan for simplifying everything. He also identified some specific actions for me that produced an immediate impact in terms of tax benefits and cash rebates."