Martin has supported us for over 10 years. He is the consummate professional who has always delivered, on behalf of myself and my business partner Joe Dwek CBE.
— Roy Kenny, Managing Director, VVHC Ltd
I was looking for a long-term adviser who could keep me up to date with pensions, investments etc. Essentially, to keep track of what I have, future earnings and to help invest wisely. Rob is a breath of fresh air, explains things properly, with no sales pressure at all. His advice has saved me plenty, and enabled me to track what I have.
— Ross Baigent Founder & Director, Cataclean Global
Martin provided me with my own SIPP and gave very good advice on how to fund it through my company to save Corporation Tax. I got more than what I expected.
— Adam Mullin, Managing Director, Solutions In Service
Martin protected the shareholdings in our business so that on death the monetary value of the shares pass to our families, whilst the actual shares stay in the business.
— Graham Withe, Founder, Webtise Group
Martin is exceptionally accurate in everything that he says and does, I cannot find fault whatsoever with his advice and I trust him absolutely in his judgement.
— Andrew Thompson FCA, Chartered Accountant, Kenilworth Associates
If you are an Entrepreneur, busy running your business, with no time to plan ahead, you really need to be speaking to these guys. Having been through all of the stages of their CLEARER process, I recommend it to anyone who is serious about taking control of their finances. By having them on board I have a plan, and I will head into a retirement with much more equity behind me.
— James Quilty, Managing Director – Kelsall Services