What our clients say about us

WHAT OUR CLIENTS SAY ABOUT US

This is John's story. He was interested in investing in stocks and shares ISAs rather than fixed rate bonds.

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My initial enquiry into seeking financial advice was because I wanted to look at investing in stocks and shares ISA’s as a different option to buying fixed rate bonds.

My concerns initially were around the volatile nature of the stock market. I didn’t want to invest in anything too risky where I would lose a substantial amount of my savings.

I chose Elian because she was confident about the area of needs I required, she was professional in the way she planned alternatives that best suited what I wanted.

Elian found a number of options that allowed me to invest, where there was growth in the investment, but the risk was low. I have known her as my financial adviser for many years now. She has always guided me through the best plan for my investments and over time I have been more comfortable about looking at other products to invest in.

Elian has always reassured me when the market has fluctuated. I have been more than happy with service that she has provided. In return, it has given me a portfolio that allows me to have a more secure future when I retire.

In my opinion, there shouldn’t be a ceiling on anyone investing. Investing is a journey, and as long as you appreciate there may be bumps in the road at times, it can be a rewarding experience.

John, Battle

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