Like many people, Mr and Mrs Henderson had grown weary of the poor interest rates they were receiving from their Building Society.  They knew the rates were bad, and only compounded by the long term effects of inflation – the true value of their savings was going backwards.

They had never invested money before, they had never met with a financial adviser.  They knew that they had to do something though.  Their objectives were quite typical – they wanted the investment to do better than the building society, they wanted to at least keep pace with inflation, they wanted to be able to access their money without penalty.  They wanted regular statements to see how it was doing.  And if something happened to them the investment could be left to their children.

The whole process was completed over the course of a fortnight.

PERFECT INVESTMENTS

PERFECT PROTECTION

PERFECT RETIREMENT

PERFECT LEGACY

OUR HAPPY CLIENTS

"Hayden has advised me on my financial affairs recently to my great benefit and advantage. Hayden breaks the mould in this respect by being second to none in providing succinct, honest, clear, patient, and straightforward advice and information about the confusing jungle of options out there. I can recommend his services without reservation."

− Mr A R Oppenheimer

"I feel that you have my best interests at heart. When I first approached you I was worried that putting my affairs in order would be confusing & expensive, thanks to you this has not been the case. You have helped me make the right decisions based on the knowledge you provided."

− Mrs Chalmers, Harrogate

"Hayden explained things clearly & we felt he had our best interests at heart. We were very impressed…he certainly took our stress away. We would definitely recommend him"

− Mr & Mrs A Partridge, Boroughbridge

"Very prompt & efficient. Hayden was polite & down to earth and made us feel like he had our interests at heart. He explained everything we needed to know clearly and sorted out our finances very quickly. I would readily recommend him to any of our friends."

− Mrs Ewalt, Harrogate

"We are more than happy with the help we received from Hayden. We were very impressed, he clearly explained everything we needed to know, and we are so pleased he was recommended to us."

− Mr & Mrs Sadler, Knaresborough

CLICK TO BOOK YOUR FREE INITIAL MEETING

TAKE AN HOUR TO PLAN YOUR FUTURE