Client reviews

Feedback from our clients

Call us on 0800 107 0190

What clients say about our advice and service…

We always welcome feedback from our clients. Here are just some examples of the many positive comments we have received from the clergy and wider community.

“Trustworthy and ethical company”

“Clear and helpful advice”

“Very knowledgeable”

“Kept very well informed about my investments”

“My needs were listened to, taken seriously and provided for”

“Efficient, helpful, friendly and always available to give advice”

“Our adviser gets us”

(Feedback obtained from an EFAS annual customer satisfaction survey, conducted in October 2025)

Get in touch today

Your financial journey begins with a conversation. Arrange an initial meeting with one of our friendly advisers, without any cost or obligation:

0800 107 0190

Email us

99% Client satisfaction

EFAS Client Satisfaction Survey – October 2025 - Based on survey responses from 85 clients.

Clear advice

We follow a 5 stage advice process to set you on the right course.

Your home may be at risk if you fail to keep up repayments on a mortgage.

Please remember that investments can fall as well as rise in value and you may not get back the amount originally invested. Your capital is at risk.

Please note that your tax treatment will depend on your individual circumstances and tax legislation and regulation. This could be subject to change in future.