Keith Watts, Lincolnshire

16 Oct 2014

James listens very carefully to what we need to understand regarding our finances and breaks down the information into easy to understand segments!

James is very quick to respond to any other questions posed to him via emails and is very punctual with his appointment times.

His general awareness of what is going on in the finance sector is also very good.

Why should I worry?

We believe the future should not be left unplanned.

Reasons why

Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

Avoid the trap

Keeping the fruits of your labour

Leave your money to the family, not HMRC.

Why us?