Testimonials

Read some of the feedback received from clients.

Rob's advice has been invaluable in assisting me to formulate a strategy for both my investments and retirement planning. His proficiency in running cash flow models has given me huge confidence that my current investments will meet the changing needs of my family. I would recommend Rob without a...

Roger Moore | Financial Director

Thank you Rob. We originally met for your advice regarding my personal pension plan, which I have found very helpful. Because of your sound advice we have moved further forward to you advising me on my investments and inheritance tax. I am very grateful we met and look forward to a long and happy...

Tom Wood | Retired

I would like to go on record to state how first class Rob has been both with advice re my various investments and also with my personal pension and companies pensions. Friendly, knowledgable and above else, professional. Thanks again Rob.

Nick Tatham | Estate Agent, Cardiff

Robs straightforward advice and comprehensive financial knowledge allows me to spend my time focussing on what i do best whilst knowing that my personal financial matters are being run with the same level of professionalism.

Luke Rowe | Professional Cyclist Team Ineos

As a rugby player Rob as shown me the importance of planning for my future while I am still young. While I hope to continue to play rugby for many years to come it is important to plan for a future after rugby and that the younger I start saving for this future the more opportunties I will have a...

Owen Watkin | Welsh Rugby International and Ospreys Player