I was looking to find an adviser who could in very simple terms look at my existing pension pot and who could advise me the best course of action in providing a tailored solution in making my pot grow in my structured way. Keith's breadth and depth of the whole market is nothing short of being incredible.

He took time in evaluating my situation which included all the family aspects that were linked financially and he in turn came up with an outstanding plan to monitor and manage my port folio, taking in account all the other variables.

I have only just started my journey with Keith, but I feel save in the knowledge that his professionalism and knowledge of wealth management will steer me successfully through what ever financial turmoil's lie ahead.

Keith in my eyes is the bench mark for where other IFA's need to be, in short he's world class, he communication skills and experience is second to none! Very difficult to offer suggestions of improvement when somebody like Keith is already at the pinnacle.

________________________________________

Due to a recent property sale I needed advise on how to invest this money.

Keith is very invested in helping me achieve the outcome that I'm looking for whilst also making sure that I'm comfortable with how the outcome is achieved. He is very thorough, clear and concise with explaining the investment world and makes it as simple as possible which I appreciate.

The portfolio was only recently implemented but is already performing very well.

So far there is nothing I feel like Keith could have done better, I'm very happy with his services.

______________________________________

My parents have been using Keith as their advisor for a few months now and I was part of those open and honest discussions where Keith suggested ideas that could help me as I move forward in my career and financial independence. Keith always had an open ear and helped explain the insurance world to me and what I could take out now so as to reduce my costs later in life.

Keith is helping me find Life Insurance, Income Protection and Critical Illness Insurance.

Absolutely. Keith has helped explain many other products and financial ideas for me as well.

Keith in my eyes is the perfect financial advisor. He has managed to explain complex topics and keep things simple and relaxed with his advice.

______________________________________

Investments

He gave me financial advise and guided me in choosing the best way to invest my savings.

I have only recently started my investment portfolio, so it’s a bit early to say. Keith has been really professional and gained my trust to move forward with him.

He has been brilliant so far, I don’t have anything else to add.

______________________________________

I had a sum of money from an inheritance that was just sitting in my savings account, not working for me. I wanted to grow its value as much as possible over the next 5 to 10 years to create a larger deposit for a mortgage in the future.

He was brilliant and has vast knowledge of the whole market, including mortgages. I originally wanted to get a buy-to-let mortgage but wasn't sure this would be viable given how small my sum of money was and my self-employed income. Keith was able to advise me on the upfront and running costs to consider. We decided a stocks and shares ISA was the best route forward at this stage - with a BTL mortgage something to look into later on in my career. Keith also advised me on Income Protection Insurance given my self-employed work and age (which meant premiums were especially low). In general, Keith has been a really prompt, thorough and friendly answer to all of my questions. He's really helped me.

It's too early to say really, but I do feel confident and excited about the future given my decision. I trust Keith's advice and only wish I'd sought his help sooner!.

I really can't think of anything!