Catriona has been excellent in helping me through the minefield of long-term care funding. She knows her stuff, her fees are transparent and explained, and she is extremely efficient – my emails and phone calls have always been returned quickly.

I believe it was important to choose you as a SOLLA: there can never be any doubt that I have acted prudently with my mother’s estate. I know that I have made good decisions within the risk parameters I set. I know that my investments will be monitored and I don’t need to watch them all the time.

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.

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.

Catriona is a lovely lady who as well as keeping an eye on our financial wellbeing always finds time to ask about the family – and remembers what we have said!