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 simplified the process of getting the best deal for us by getting us to understand what was important to us and providing us with the options. It became less stressful and we always felt you had our best interests at heart.

Catriona is friendly, very capable and possesses both patience and composure, always responding very quickly indeed to any queries raised by phone or by email, and always setting out comprehensive, lucid and accurate advice, including in reports. She empowers her clients to make the most appropriate choice to meet their needs.

Catriona’s friendly but professional approach and her endless patience, often explaining things over and over was reassuring to us and as we have progressed with the financial planning, we found we were looking forward to and enjoying our meetings.

Every time that she has visited us she put us at ease, which was important to us as our previous experience has left us over anxious. We now have confidence in our future plans.