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4.91/5.00
based on 3,782 reviews
Chris and his team were incredibly quick to respond. Their professionalism and expertise were evident from our first meeting. Chris took the time to understand my financial goals and crafted a personalized plan that exceeded my expectations. He helped me distinguish the difference between my defined contributions and defined benefits pension decision, providing clear and concise explanations that made these complex concepts easy to understand. Chris and his team are always available to answer questions and ensure I feel confident in my financial decisions. Although I’ve only just started using his services, I am already impressed with the level of support and guidance I’ve received. I highly recommend Chris to anyone looking for a knowledgeable and reliable financial adviser.
16 May 2024
Chris and his team were incredibly quick to respond. Their professionalism and expertise were evident from our first meeting. Chris took the time to understand my financial goals and crafted a personalized plan that exceeded my expectations. He helped me distinguish the difference between my defined contributions and defined benefits pension decision, providing clear and concise explanations that made these complex concepts easy to understand. Chris and his team are always available to answer questions and ensure I feel confident in my financial decisions. Although I’ve only just started using his services, I am already impressed with the level of support and guidance I’ve received. I highly recommend Chris to anyone looking for a knowledgeable and reliable financial adviser.
16 May 2024
Dan takes an unconventional approach to investing that I found refreshing. He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you. The upside has been the growth actualized in my accounts. I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments Mike
24 Apr 2024
