What our clients say
The standard of service and advice continues to be of a high professional nature. I am very pleased to continue year on year with this sort of help.
Mr B, Cockermouth
Michael was an excellent adviser and representative for your company and very professional throughout our discussions/correspondence. Information & updates were also forwarded promptly.
Mr H, Keswick
Very grateful for the kindness shown on visiting your office and speaking on the telephone. I was made to feel relaxed and comfortable, and when I didn’t understand, Rob explained things in a way that I could understand, without speaking down to me or making me feel foolish. Thank you so much.
Mrs D, Whitehaven
Excellent service delivered in a prompt and efficient manner.
Mr S, Workington
I am completely satisfied with the service I receive on my investments and the way everything is fully explained to me. My queries etc. are always answered promptly.
Mrs C, Cockermouth
Very friendly and comfortable environment. Staff easy to discuss requirements with and very helpful and quick to fulfil customer demands. I shall definitely return in the future.
Mrs S, Workington
I was having great difficulty sorting out the transfer of a pension. This difficulty was lifted and quickly sorted by Michael. What may have taken me a great deal of time and effort was dealt with quickly and professionally.
Mrs E, Cockermouth
Very approachable and always willing to offer advice and assistance with difficult decision making regarding my finances.
Mrs T, High Harrington
Although the advice and service I needed was not a large amount in financial terms I felt very respected by Rob and am very grateful for the time he afforded me.
Mrs H, Maryport