Just a quick email of appreciation for all the wonder work you have done for me. I can’t thank you enough for how patient you’ve been and the amount of work you had to put in. Amazing service, I will definitely be recommending you

The company was recommended to me by a work colleague who had already used their services and was impressed by their work.

After the initial enquiry, the timescale to the first meeting was quick and the information received in to what the first meeting would entail, and the information we needed to provide was concise and easy to understand.

In my experience with the company, I feel that the client always comes first and our advisor Lewis’s professional yet approachable manner made the whole process easy to understand. Lewis took on board our needs and was expedient in making sure that these needs were met and that everything he undertook was explained in a way we could understand (not full of jargon).

I would wholeheartedly recommend this company from the professional service we received to the fact that the cost were not prohibitive.

Lewis has helped me greatly in several areas to help with my finances and plan for the future. He offers a friendly one on one service where he offers professional and sound advice, and explains the complicated in such a way helping even a complete novice understand. Couldn’t recommend highly enough.

Great service from Lewis yet again this year. Me and my wife both had a great experience in dealing with him. Explained and answered everything in a great professional mannor to put your self at ease. 

Thanks Lewis for looking after us

Having met up with Lewis to discuss some complex tax and pension issues, Lewis set the scene and tempo in a very laid back and understanding manner, explains each facet as we progressed. Taking the time to ensure my understanding was correct and in line with what we had discussed.

At the end of our discussions I felt much more confident and happier with the direction of travel we had progressed. Reassured me that he was available for further guidance as required. In a nutshell a complex situation made easier to understand due to Lewis Coote tacit knowledge and understanding of the subject matter.

Lewis went above and beyond to make sure we secured the mortgage while it was still low! Lewis was really friendly and helpful during the whole process. Would definitely recommend to anyone looking to buy or just looking for advice!