Testimonials
Read some of the feedback received from clients.I'm sure I am typical of many people who don't pay enough attention to their pensions and savings and if I'm honest, am a little overwhelmed by how any type of investments work. As a result of a family bereavement just over a year ago and being the recipient of a small legacy, I was forced to t...
I first approached George in respect of my personal insurance needs and he immediately sourced broader cover at a better price for me.
George has since helped restructure my retirement savings and guided me in my investment decisions which, considering the global environment, has been inv...
Both myself and wife are nearing retirement and we realised that we needed to have a health check on our numerous pensions accumulated over the years. We have indirectly known George and his family for some years, from him being at school with our children and later giving financial advice to s...
As two young professionals in the early stages of our career, we were new to the concept of financial planning. We had no idea how beneficial it would actually be until now. George has been relatable, fair and balanced in his approach with us. He is a great sounding board and ensures any decision is...
George spent time really understanding my financial plans for the short and long term. I’m confident that he, with the backing of SJP, are able to help me confidently plan for the future.
