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Testimonials
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Jamie has looked after my finances for over ten years.  I'm delighted with his service and expertise.

Mrs P - Cambridgeshire
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Given the turbulent world in which we live, it's particularly refreshing to know that Jamie is always on hand for advice whenever you need it, he is always very approachable and his advice is always in your best interest.

Mr D - Lincolnshire
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Jamie  reviews any and all changes in my exiting plans that we can review them with knowledge.
Jamie listens intently to my needs hopes for my future income streams, then he offers considered  professional advice with appropriate management plans allowing me to make decisions.
Jamie’s  advice in the past has shown the great benefits of his guidance.

Mr G - Lincolnshire
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Friendly and personal advice based on his knowledge of my circumstances over the years.

Mrs J - Lincolnshire
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Excellent service and planning to achieve my life goals, with vigilant monitoring to secure my objectives.

Mr J - Lincolnshire
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Jamie has guided me in relation to my  financial investments and pensions over a large number of years  ensuring  my goals are considered and achieved.
Jamie does this through listening, discussing then offering guidance whilst allowing me to make decisions with knowledge.
Jamie has my total trust not only on investment but including Family trust planning and Writing of wills.

Mr G - Lincolnshire
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Jamie has gone from strength to strength - moving with the times and therefore always one step ahead for his clients.  My review of January 2015 stands - Jamie is simply the best.  Since my review of 2015 Jamie has assisted me with further personal financial issues including further additional investment which I am SO grateful for.  I cannot imagine the position I would be in if it hadn't been for Jamie (and his wonderful team) - the amazing advice support and friendship is unbelievable.

Mrs P - Lincolnshire
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Jamie has provided ongoing advice after our initial consultation. He has very successfully guided us through our financial retirement process installing confidence in the process. He gave us the confidence to purchase our forever home in which we now live. He is not only a great financial advisor but a firm family friend.

Mr D - Lincolnshire
Reviews that speak for themselves

We can talk about how good we think we are but the proof is in the pudding. That’s why we’re on VouchedFor, so you can see genuine verified reviews from actual clients. It’s important to us that potential clients can see what it’s actually like to work with us and that clients have a space to share their honest feedback on our service so we can make improvements where necessary. We’re proud to have a 4.8 rating on VouchedFor – click to see where that rating has come from.

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Get in touch

Trinity House, Welbourne Lane East
Holbeach, Spalding
Lincolnshire, PE12 8AB
Opening hours:
Mon - Thu 8.45am - 5.15pm
Fri 8.45am - 4pm