Testimonials
Read some of the feedback received from clients.My wife and I had a variety of different pension types and needed expert advice on retirement and investment planning. Ivan made the complexities understandable with concise professional advice. Ivan is an excellent communicator and provides regular support and advice both in person and over the pho...
Ivan has the unique ability to be able to make sense of the complexities of wealth management and at the same time maintain a professional charm and sense of humour that is most welcome in an industry that is prone to shroud itself in jargon. He has a great appreciation of the importance of personal...
After many years of working together I trust Ivan to best represent MY interests in this relationship. This trust has been built up through personal meetings where I am given clear understandable information, knowledgeable advice and then am able to make my own informed judgment. I have already reco...
Ivan was a tremendous support to my late husband and me during his terminal illness. He handled complex financial issues with tremendous skill and sensitivity and` was a rock. He continues to manage my financial affairs and has taken much stress from my shoulders. Words are hardly adequate to expres...
From being somewhat reticent in our early relationship I have grown to trust Ivan and he is an integral and valuable part of my retirement planning. I would have no hesitation in recommending him to friends and colleagues.
Ivan has advised me on my personal financial planning for over 20 years. He has provided the utmost professional support to me throughout and I would not hesitate to recommend his service. I trust him implicitly and he has provided a consistently high level of service.
Retirement planning is one of the biggest decisions you will ever make. Ivan came to us based on personal recommendation from several of my colleagues. He listened carefully to what we had to say and came up with a solution that worked for us. Importantly the whole process was conducted at our pace ...
Ivan's trustworthy and sound financial advice and consequential support has had positive, life changing effects. Our interests and personal goals have always been of paramount importance. Deep knowledge and commitment to service has been at the forefront of his business activities. Energy, professio...
