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“Tom was excellent. He sorted out new will and power of attorney quickly and efficiently giving good advice throughout. Also attended nursing home to get will signed off and his professionalism impressed.”
9AM - 5PM
NESBC
Financial Planners
“Over my working years I had built up a cumbersome, complex pension portfolio.Every year I'd think, 'I need help dealing with this'. Additional financial transactions arising from other unplanned issues were making the impossible, more impossible.Approximately three years ago I approached Vantage Financial Planning to provide help in easing me into pension paid retirement with a financial plan.Over that period I have found Robert and Graham both professional and helpful.They've provided honest advice with transparent dealings on all financial transactions.They've helped my wife and I get to a situation that we'd have found impossible to reach without their help.I came to this Company on recommendation of a close friend. I pass similar recommendation onto others.”
Financial Planners
Financial Planners
Financial Planners
“Spoke to Phil Bell on Monday re our pension and although our set up was as good as we could get he spent time and gave us superb advice with no pushing or heavy handedness ,a real pleasure to talk to someone who wanted to help”