Testimonials

Read some of the feedback received from clients.
I have known Andy for several years now and he has been patient, informative, understanding, professional-but-friendly and most of all for me, breaks financial advice down into something I can understand. I would thoroughly recommend him to anyone.
Susan Whymark | Funeral Director
Thank you so much for organising the re-mortgage for us. You were always professional and determined and optimistic in your approach.
Anonymous | King's Lynn
Having put off a retirement and investment plan for a number of years, I was concerned as to whether it was now too late to do so in an affordable manner. Your professional, knowledgeable service and pleasant demeanor turned my concern into a straightforward, efficient, friendly and stress-free expe...
Anonymous
Thank you for the level of support you have provided for us. Your professional approach from the first meeting through to the end of this first chapter of financial planning for our family has been very much appreciated. We are happy to highly recommend you to anyone looking for advice in financial ...
Anonymous
We recently saw you to discuss financial planning. You talked me through all the different aspects of our finances and future planning without any pressure. You taught me some valuable lessons such as, we are so busy creating wealth we fail to do the simple things to protect what we already have. Th...
Colin Howe | Painter, Diss
It is with great pleasure I write to thank you for recent financial advice provided to WPM and me personally. For a lay person such as myself it was reassuring to receive concise, up to date financial advice and recommendations in both a professional and courteous manner. I will not hesitate to reco...
Mark Robinson | Company Director, Thetford

I go to Andy whenever I need help taking the next step with my finances. He offers honest, simple, and reassuring advice, and is very friendly and welcoming.

Eoin Sheridan | Technology Consultant, Cambridge

Andy takes the time to understand your circumstances and ambitions, then works to find the best route to help achieve your goals.

Ian Minto | IT Consultant, Norfolk

I could tell straight away with your many years of experience in the financial market you were the right personal to deal with my finances, providing me with an easy-to- understand illustration of my financial needs. You delt with every aspect in a very professional and helpful manner, which I wa...

Stephen Bye, Wickhambrook

Andy has been my family’s Adviser for more than 10 years and I have always found his advice and recommendations to be well considered, in our best interests and tailored to our evolving needs. I have no hesitation in recommending Andy to family and friends, indeed I have already done so.

Mark Woodhouse | Bank Manager, Suffolk