Bespoke finance solutions in Cobham
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N2 Asset Management
“I reached 55 and wanted to move my various company final salary pensions into a SIPP. I also had the complexity of a pension in the Netherlands which I was looking to move into a UK SIPP. Alex created a SIPP and consolidated my various pension funds. He also dealt directly with the dutch pension fund and has advised on best approach. He continues to advise on investments within SIPP and has navigated the market swings to provide a good return. Alex has been excellent as a financial advisor with very clear expectation setting regarding investments and personal lifetime financial goals. Alex has been excellent. He is naturally risk adverse when advising on investments and financial commitments, but that is a good thing.”
Riches & Company
“Professional and always on the end of the phone to help .....very happy with the service I have received......would not go to anyone else”
Kingston Bookkeeping
“Giselle Monbiot - Wellbeing Specialist. I have worked with Kate for many years. I couldn't imagine having a different bookkeeper. Kate is so patient, knowledgeable and organised. She removes the stress away from my tax so I can focus on running my busy business. I recommend her to anyone who is needing support with their accounts.”
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