We are living in unprecedented times. Sunday would have been the original event date of the Virgin Money London Marathon....
Seventy-seven days to go until the London Marathon – scary! I am 5 weeks into my 16-week training plan, and...
It was 23.04.2019 – the day of the London Marathon. My running coach Jenny was taking part, I was on the...
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.
Mr and Mrs Osborn
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.
Catriona has managed to blend an empathetic approach through understanding the needs and wishes of family members bringing clarity to practical financial planning. Catriona’s wealth of knowledge and professionalism, secured the family in her safe guidance. Her services come highly recommended.
When Catriona set up her own practice we readily agreed to transfer our investment business to her. 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.
Mr and Mrs Storey
Professional, approachable and thorough at all times, Catriona gave us sound advice and explained our options in a straightforward plan. Following Catriona‘s recommendations has enabled me to retire in the confidence that I can afford to do so and my husband has cut his working hours substantially.