Best advice to help you
Professional & Friendly service
Low Adviser fees for South Wales
Help you to achieve what you want
Happy & Satisfied clients
Bob Windust 2nd April 2019
More Client testimonials (verified)
I retired and needed a financial adviser to give me advice. Bob was able to advise me on the best way forward with the amount of money I had to invest. He was able to explain to me in a manner that I was able to digest easily about the pros and cons of investing money in stocks and shares. My current situation is better than I could have wished for due, mostly to Bob's excellent advice.
What could they have done better?
Bob could not have done better for me. He advised and suggested and agreed (sometimes)! but in general was most efficient and friendly.
Jenny, Newport June, 2015. Review from Verified Client