JR, Project Engineer

Carl is very knowledgeable and attentive to our needs.  He takes time to explain everything fully, and nothing seems too much trouble.

He made what is a stressful situation very comfortable, and his advice has proved spot on.  I cannot recommend him highly enough.

AW from Glasgow

I have recently had a lifestyle financial forecast which proved very valuable as now I can plan to retire early, and to return to University to study my chosen subject. This financial forecast has therefore given me confidence in giving up my job to become a full-time student with the knowledge that I will be financially independent and do not need to worry about the financial future.

MJ, retired surgeon

Very approachable and takes time to know his clients well and to foster a good interpersonal relationship. Offers prompt response to any specific issues or questions which arise. Annual review is always thorough and comprehensive and takes time to explain proposals and their implications.

JB, Company Director

I have been a client for nearly 20 years, and through that period Carl has provided dependable and sensible advice which has resulted in us making some very good investments and steadily building up our capital. Most importantly Carl is trustworthy and professionalwith his customer's interests at the heart of is business.