Testimonials

Read some of the feedback received from clients.

Nick has always put my interests first by giving sound, honest and trustworthy advice. The communication and attention to details has been fantastic. I would highly recommend Nick to anyone. 

Andrew Macdonald | Regional Sales Manager, Weymouth

Nick has been my Financial Adviser for a couple of years and has always provided excellent advice. He always acts in a professional and knowledgeable manner. He explains every point of the discussion and what will happen next. Nick keeps in regular contact and is always available for my financial...

Alison Patrick | Retired, Dorchester

Nick has been brilliant in advising me on what best suits my needs. Investing has been new to me so the support and care that I have received has been outstanding. I would recommend Nick to anyone for advice and support throughout the whole process.

Charlotte Roach | Director, Weymouth

Nick has always explained to me clearly any suggestions he has for my portfolio allowing me to make informed decisions accordingly. I always feel that he has my interests at the heart of any options he gives me. I trust his advice. 

Giles Heaman | Podiatrist, Weymouth