“Maxine has been an amazing help. She is very assured, professional, knowledgeable and calm and can explain everything about the different types of pension investments, the positives and the possible risks, in terms I can understand. I have complete confidence in her advice. She is a genuinely lovely person (which is important to me) and goes to every length to help me make the decisions that are right for me, based on lengthy discussion and also formal survey. She has gone out of her way to reply to my questions and to meet me face to face, which is very much appreciated. She has made it very clear that she is available any time should I have a question or concern or should I need her for anything else."

C Morris - Company owner

“Maxine continues to provide an excellent service: she is professional, knowledgeable, and always happy to spend time explaining things. She is happy to answer any questions that arise even when a formal review is not scheduled. We recently met for my annual review and we went through the state of my investments, which have provided a pleasing growth in the last year. Maxine also reviewed the rest of my finances so she could advise on any changes that needed to be made. It is always a pleasure to meet with Maxine - she is good company and makes what could be a dry annual review feel very sociable."

J Hartley - Retired