Testimonials
Read some of the feedback received from clients.Naomi was exceptional in giving advice in consolidating my existing pension policies that had been sitting for years doing very little. I feel confident in her capabilities and more in control knowing my pension will be regularly reviewed. Thank you for making a process that I was dreading very stra...
Naomi is a fountain of knowledge. Her advice was clear and concise without jargon. Naomi took the time to explain her reasons for her advice. She made the process very easy, printing documents out for me, ready for my signature - I appreciated the support provided from start to finish. Her technical...
We trust Naomi implicitly. She is very conscientious with her research on our behalf. She has given us excellent, profitable advice and fully explained all the issues involved. We will recommend her to anyone who needs a financial adviser.
Naomi's service is second to none, I have never met a financial planner or adviser who cares as much as Naomi. She offers such good service, I am eternally grateful for all her help and advice thus far. I would not hesitate in recommending her to anyone.
I highly enjoyed my initial consultation with Naomi as it gave me a clearer insight into my financial situation and within a month she had secured a significantly better policy for one I'd had for decades. I have complete confidence in Naomi's financial knowledge and fully trust her with my financia...
After meeting with many financial advisers before Naomi I had high hopes after reading her website. I was nervous as I had very little financial experience and previous FAs had intimidated me and even laughed me out the door but Naomi made me feel so comfortable, empowered and completely changed my ...
Despite being a qualified accountant, I had no plan or structure to my financial planning and I also had no energy to deal with it properly myself. Naomi has helped me consolidated my pensions and ISAs and pivoted them to Funds which I had not previously invested in. She has established a strateg...
Naomi is experienced and takes into account my personal situation when we speak. I have recommended her to a number of clients.
Naomi has continued to help us ensure that the savings being made for retirement are on track and doing what we need them to do. She is also helping create awareness with our daughters investments and their junior ISA's.
