February 2024 by james chambers
Jonathan Burden provided useful impartial advice regarding retirement planning, touching briefly on mortgage provision and income protection. He offered a remote meeting via Zoom and provided a follow-up email summary with links to resources. Would recommend.
October 2023 by .
Jonathan was brilliant in advising me of the pros and cons of the different options for saving for my children. He was able to answer all my questions in good detail and helped fill in the gaps in my knowledge on tax efficiency. Anyone using his services will not be disappointed.
July 2023 by J Marway
I don' often write reviews, but I just had to share our experience. George is just excellent! He sorted out our mortgage deal when no one else could. He was knowledgable, super dedicated from the start and often went way beyond what was required. Thank you!
