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Testimonials

As a testament to our success, the majority of our new business comes via referrals from existing clients as well as professionals (including accountants, solicitors and bankers) who want to be sure their friends, colleagues and clients are given appropriate financial advice. The following testimonials are all real quotes taken from recent feedback submitted by satisfied clients.

John Barnard has been my Financial Advisor for 3 years and I have found him to be very approachable. I have found John very knowledgeable with regards to inheritance tax planning and he took the time to explain this complicated matter to me and to help me set up a lifestyle Trust which was suitable for my needs. He continues to meet me to review my investment plan in line with my needs and objectives on an annual basis.

John D

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