Testimonials


“As accountants to numerous clients with investment portfolios and a preference to fund property in contrast to pension, our clients need an IFA working for longer term solutions, reliable and always available, to invest according to client circumstances .Amit’s excellent work for our clients enhances our ability to contribute to a range of client services and we recommend him to others as part of our team for all financial planning.”

Michael Sheridan, Wilshers& Co, Accountants and Tax Advisers

“I always trusted my bank to help me with managing finances and giving me the best advice in the past but after being referred to Amit by a colleague, I realized how much better off I was using the help of a professional. Amit invested his time in finding out about my needs before giving me any advice. It was only after he understood my preferences that he would recommend the products most suited to me.I am very happy and thankful with the way things have turned out and it’s really a load off my mind. He has helped me with investments and savings initially, and after seeing the kind of professional he is I have decided to take advice on all my finances including mortgage and protection from him.”

Raj Cheema