We have been very happy and impressed by the way you have spent time with us explaining everything and guiding us through the options so that we could make an informed choice about what is best for my father and helping us achieve those options. I think you have provided us with an invaluable service.

We have no hesitation in recommending Catriona as an IFA. She takes the time to really understand her client’s needs and aspirations and is able to translate that into sound clear financial advice which has proved invaluable to us.

Catriona puts herself out to be available where and when it suits us. We have no hesitation in recommending her for all aspects of later life financial advice.

With your help we were able to consolidate my pensions, take a lump sum and clear all of our commitments, we have been very impressed with your understanding of our position and the level of advice you have given. All of this and the continued support has made a huge difference to our situation and made a hard time a lot easier to deal with.

You couldn’t have been easier to talk to. I felt confident that you knew all about the money side of things, and I also saw that you had a good understanding of the kind of issues people may have to face in later life. So I was sure I could rely on your advice.