What our clients say

“Dale was able to look in detail, at the range of options, and advised on a time scale for implementing some of the options; even sending me a link to check out my State pension. Certainly, I will be recommending Dale to friends and colleagues” Amanda Adams September 2021

“Dale made us both comfortable when he discussed the various financial planning for our Savings & Pension monies. We have contacted Dale for further financial advice since then as we both felt Dale would explain parts of our policy that needed addressing going forward, with no obligation Dale rested our fears & this made our next step easier to plan” Robert F September 2021

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How you can benefit

A 2017 report by Royal London, alongside the International Longevity Centre, showed that on average, people who work with a financial adviser had an increase in their assets of up to £43,245 a decade later.*

Vanguard conducted a study into estimating the value added by a financial adviser through the key areas surrounding portfolio construction, wealth management and behavioural coaching. The results of their research demonstrated the total value added by professional advice was found to be around 3% per annum. So in practice, the benefit of financial advice on a £300,000 portfolio could be up to £9,000 per year.**

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“Dale was able to look in detail, at the range of options, and advised on a time scale for implementing some of the options; even sending me a link to check out my State pension. Certainly, I will be recommending Dale to friends and colleagues” Amanda Adams September 2021

“Dale made us both comfortable when he discussed the various financial planning for our Savings & Pension monies. We have contacted Dale for further financial advice since then as we both felt Dale would explain parts of our policy that needed addressing going forward, with no obligation Dale rested our fears & this made our next step easier to plan” Robert F September 2021

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