Finance and Wealth Management Introductions

The expert provided was highly professional, gave useful information and advice and provided me with a recommendation of a firm to deal with the nitty-gritty.

I really appreciate what this website seeks to achieve as tax affairs are often complicated enough even without COVID complications. The consultant you provided was from a firm that Deloitte had also recommended which reinforced that they would be reliable and be able to provide a quality service.

I found the whole advice experience with the consultant to be very professional. My questions were answered immediately and I trust the advice he has given me. Considering I am in Australia the time turn around was superb.

Response was quick and the advice given in 15 minutes was concise, understandable to a layman and useful. I also liked the fact there was no hard sell for follow up paid consultations. As much advice as possible was given in the time frame with a simple "get back to us" if you want to take it further in the future. Excellent service with no pressure to commit. As a result, when I do need to need their paid support, I'll have no hesitation.

Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.

I was impressed with the speed of service and the warm and friendly nature with which it was delivered. I will probably need paid advice in the near future depending upon circumstances

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

The free consultation was so good. I feel guilty for not paying for it since my needs were in the end not complex enough to require paid for follow-up. When my circumstances change I will definitely use the consultant again.