Testimonials
Read some of the feedback received from clients.Jolyon is highly qualified, reflected in his comprehensive investment strategy that has maximised our financial position, enabling us to enjoy the present whilst safeguarding the future. He has always been available to provide guidance with the rare skill of explaining complex matters in a clear,...
Jolyon is approachable, highly qualified, professional and responsive. Jolyon has given me first class advice, ensuring he fully understood the nature of my different pension schemes. He is able to model future scenarios based on different variables and takes the time to make sure I have fully un...
We had come to a point in life where retirement was on the horizon and despite paying into pensions all our working lives, we didn’t know how things stacked up financially. We dreamt of being able to retire young enough to enjoy it but could we afford to? With Jolyon’s experience, we now look for...
We have thoroughly enjoyed working with Jolyon who has been approachable, knowledgeable, confident and always happy to explain the detail. He has handled potentially difficult and tricky conversations in a sensitive way. We trust that he will give us the right advice for our situation and that ...
