Testimonials

What our customers have to say about us

We were recommended Laura from a mortgage adviser for help organising my elderly father's financial affairs. Everything was dealt with in such an informative manner and really seeing the benefits on clear documentation provided. I'm not the best with admin so it's great that Laura takes care of this at each stage.

Working with Laura has been a breeze. Laura has been so helpful in explaining everything to me as we worked together and making sure I get the correct help for my finances. She sorted out my pension and financial protection, both of which I was confused by as a self employed individual. Laura was easy to talk to and work with.

Laura can provide services via Microsoft Teams which was great for me, given that we're 100s of miles away from each other! Laura listened to all my needs and questions and was able to help me with absolutely everything, and more. Her knowledge and experience really made me feel at ease and her no pressure approach was very appreciated. I highly recommend Laura for all your Financial Planning needs.

Laura has a great approach - she was warm, friendly and really able to understand what I was trying to achieve with some savings and investments. In very little time, it was all sorted and now I can let the investments do their thing and we'll review as time goes on. I also signposted a family member to Laura and they have been delighted too. I definitely recommend Laura 5*

Laura gave excellent customer service, and explained everything thoroughly in terms I understood

Laura has been fantastic. She is knowledgeable and fast to respond!!

Laura was brilliant with my pensions. She kept me informed all the way. Nothing was too much trouble and she explained answers to any questions I had. I don’t know what I would have done without her.

Laura helped me push over a remortgage with an off market lender and helped secure the funds despite solicitors taking 6 months and we had to extend the mortgage offer in these turbulent times. Fantastic work on this. Thank you

Laura has been great from start to finish. Really easy to work with and explains everything step by step. She has also worked in my Facebook group and has helped many of the members with setting up pensions and she is always recommended to my clients if they need a financial advisor. Lovely person and 5* service all round.

Laura was recommended to us through a mutual friend. We applied for a remortgage via Laura as well as insurances we need and she has been outstanding and very efficient throughout the whole process. We had a few hurdles throughout due to circumstances but Laura was on hand all the time and worked her magic to get things sorted. She explained everything and made us feel so comfortable. We won’t be using anybody else when we next want to change our mortgage. Highly recommended. Thank you Laura.

I was looking for a financial advisor with regards to a mortgage and Laura was recommended locally. After meeting Laura and getting her advice on the available mortgage options I decided to get her to look at all my finances. I had an old pension plan and Laura provided advice that means my pension now meets my needs. Laura is very easy to talk too and nothing is too much trouble. I highly recommend Laura to anyone who needs financial advice.

Super helpful, knowledgeable and was keen to help rather than just make money. Offered me advice best for my situation that was not through her so she was unable to get income from my remortgage. Recommended and will come back to Laura in the future. Thanks very much.

I needed to arrange a pension. Laura went through absolutely everything with me, asked lots of questions to best understand what I needed and then gave me lots of detailed advice. She made everything so simple.

Laura was great! She gave us lots of useful information, nothing was too much trouble, really friendly and personable. 100% recommend. Thank you for everything!

I am self employed and standard income protection policies were expensive. Given the nature of my occupation and that no medical underwriting was required, Laura recommended some accident cover that was affordable. Thanks again

What to me seemed to be a complicated minefield was made to feel very easy to navigate and achieve great results by Laura’s patience and style of explanation. Laura takes the time to ensure she understands your wants and gets you exactly what you need. I would recommend her every time, which I do!

Laura put us at ease by explaining the services in an expert, friendly and transparent manner. Always easy to reach should we have any questions. I would definitely recommend Laura for anyone looking to make investments.

Laura is so knowledgeable and really easy to talk to. I have already gained so much from using her services. I had my head stuck in the ground with no idea about how I should be protecting my finances and planning for my future. I highly recommend Laura, thank you.

Laura has been a fantastic help. After realising I had a number of pensions sat doing nothing I passed on the information to Laura & she worked her magic. Great communication all the way through & in fact just had an annual review all in ‘my’ language so, for the first time, I feel I know what my pension is doing. I would highly recommend Laura for all financial services work & thank her for her help.

Laura's professionalism, warm personality and clear explanation of the work ahead put me at ease. My mortgage and my pension was dealt with smoothly from start to finish. Thanks and much appreciated.

Laura has given me peace of mind and one less thing to worry about. She sorted my life insurance and dealt with the remortgage of my property. Laura is friendly, approachable, knowledgeable, and honest and is always there for me when I have questions. Laura has already helped other members of my family following my recommendation and I would not hesitate to recommend her to anyone who needs a genuine helping hand getting their financial matters in order. Thank you for everything you have done for me and my family so far Laura.

Laura supported me with arranging a mortgage and other policies. She listened to my requirements and she was personable, knowledgeable and professional in her approach. She considered my needs, supported me through the process and found me products that were competitively priced and met my needs. I would highly recommend her and wouldn't hesitate to use her services again.

I had been thinking of setting up a private pension for a while but didn't know where to start. Laura was excellent, she talked me through everything so I had an understanding.

I was introduced to Laura to help sort out my pension. I had limited knowledge of the process and how to sort it out. Laura is knowledgeable, friendly, approachable and easy to talk to. Laura went through the process step by step answering any questions or queries I had no matter how small. I would recommend Laura to my friends and relatives and would certainly use her expertise for any other financial advice I needed.

I was lucky enough to find Laura via a recommendation from my accountant. I am so pleased I did! I got in touch with Laura as I'm an owner of a small business and was interested in setting up a private pension. Laura was able to talk me through all my options and presented these clearly. She fully explained the process so I felt very confident in proceeding. It's certainly a weight off my mind and now I can forget about it (!) and crack on with running my business! Thank you Laura.

Laura gave a great presentation at a recent team meeting. Her overview of essential life and financial planning starting with budgeting and covering savings, insurances, pensions, wills and LPAs was pitched just right for all ages, and those with none or much knowledge. Everyone learned something. Thanks Laura.

From the moment we met Laura, we knew we were in capable hands. When it comes to financial planning, the stakes are incredibly high. Laura made the entire process not just bearable, but genuinely enjoyable! She took the time to dive deep into our financial standing and gave us invaluable advice to improve it. If you're in the market for an extraordinary financial planner who can really help, don't hesitate - reach out to Laura. We couldn't be happier with where we are now, and we owe it all to her.

Laura has been excellent She has helped us with our retirement planning making sure we will have the most appropriate pension savings. She has a lovely down to earth approach.

Laura made the experience of starting up a pension very easy. Very easy to talk to and listens to you, she goes through everything with you and is able to help with any concerns you may have. It's never too late to start putting aside money for later life. I am in my fifties and found things of this nature very daunting with not knowing where to start, again Laura made this easy for me.

Laura has been amazing helping navigate a new mortgage and also income protection insurance. She always goes above and beyond to help guide you through. I really didn't think I would be able to get the mortgage but Laura managed to secure me one. Highly recommend her to anyone I don't think you could get better.

Laura is my financial advisor, she listens to my needs and recommends the best tailored options to suit me. We have annual review meetings, she's very friendly, knowledgeable and helpful with pension forecasts and savings. I highly recommend her services.

I went to Laura for pension advice. She explained my options clearly and outlined choices without any hard sell. I felt confident discussing my finances. I am now happy with my pension plan and feel I can relax and very much leave it in her hands.

My wife and I have been a client of Laura's for a few years now and are extremely happy with the service we always get. Laura has been able to tell us about good pension deals and set up insurances to protect us for our wages and illness. Would highly recommend and do to friends and family.

Laura has been very helpful. She was forthcoming with sharing her knowledge and expertise, making the pension process stress-free and simple. I would highly recommend her.

Laura has been amazing. She always goes above and beyond to help and guide you through. Highly recommend her to anyone I don't think you could get better.

Laura was recommended to us through a mutual friend. She has been outstanding and very efficient throughout the process. Laura was on hand all the time and worked her magic to get things sorted. She explained everything and made us feel so comfortable.

Laura's professionalism, warm personality and clear explanation of the work ahead put me at ease. My pension was dealt with smoothly from start to finish. Thanks and much appreciated.

After meeting Laura... I decided to get her to look at all my finances. I had an old pension plan and Laura provided advice that means my pension now meets my needs. Laura is very easy to talk to and nothing is too much trouble. I highly recommend Laura... to anyone who needs financial advice.