Long term saving in Whitefield

“I've dealt with David for many years. He clearly has a lot of experience. He also has a very good team behind him, whom he works closely with. I am an existing client of several services he offers including: Pensions. Cash investments to beat the bank. Critical illness cover. Income protection. Plus a mortgage department run by Damian whom provides a personal touch with easy to read overviews of each of the options I requested: Personal mortgages & Buy to Let residential and commercial mortgages. Just to name a few. I highly recommend this company. Your money is in good hands with them. They are reputable and provide excellent advice.”

“I met with Ray to discuss my existing pensions as I had decided to start my own business. Ray reviewed my funds and spotted that I was taking more risk than what I was comfortable with and reallocated them. This was a seamless transaction and potentially saved me a lot of money as I had no idea about the risk I was taking.”