“For sound advice and investments, whether it be on financial matters, pensions or taxation, I have found Ian to be the go to man. Bottom line is, there is no hard sell with Ian, it is all in plain speak and easy to follow, not like other competitors, when explaining, it just goes over your head. It is laid out step by step, simple. I would not be in the position I am today, if it had not been for Ian. I could not have done it myself.”
Graham M Hansen, Alnwick

“We are both delighted with the service Ian has provided. We met Ian a couple of years ago when we were at an early, semi-retirement stage, and wanted to make sure that the savings we had were put to good use and would ensure as good an income as possible. Ian guided us through all the alternatives and listened to our needs and plans for the future. His proposals have proved to be very sound. Although we considered ourselves to be reasonably financially aware, we could have never achieved the results without Ian’s professional expertise. We would have no hesitation in recommending Ian to friends and family.”
Rena & Frank Hockney, Alnwick

“Good finance and professional planning is essential. During the past two years Ian has advised us on planning and investing. Our portfolio construction was professionally produced and simple to follow – an asset lacking in many other establishments.

The annual follow up and review was positive and no changes were required which emphasised the importance of getting the initial investment correct.

Added to the investments was the recommended change of home insurance policy which was very beneficial to our needs.

A pleasant and positive approach to customers, clear and constructive advice, no pressure at any time.”
Mr and Mrs Terry White, Berwick-Upon-Tweed

“My previous financial advisor organised my pension, took his commission and was never seen or heard of again. Fortunately, I was introduced to Ian by my accountants, Diamond Financial, and I have never looked back. Ian has done more for me than anyone previously and when he says: “I will be back ” he means it. Ian is always at the end of the phone to answer questions and to give advice and there is an open invitation to drop into his office for a coffee.”
Alan Marshall, Eyemouth

“The only thing I know about money is how to spend it!! Then I met Ian….I have full confidence that my financial affairs are being professionally managed enabling us not to worry about the future. We now meet every six months and are kept up to date with the portfolio and its progress. I have recommended him to both family and friends who are very happy to have him on board. He gives a one to one service and is always on the end of a phone. A true professional offering a very personal service.”
Ally Hansen, Alnwick