Client testimonials

Good customer service should be fundamental to any organisation. We like to pride ourselves on our service and more importantly the manner in which we deliver it. Here are a few comments from our clients.


Excellent, efficient service throughout.
Faye Hamilton, Blaydon


A very professional service, good financial knowledge and good mortgage advice. Very convenient in our own home at times which were suited to us.
Andrew Tweddle, Killingworth

Easy to talk to

We find David very easy to talk to and he takes time to explain the complicated investments (to us anyway) so' we can understand.
Alan Mewse, Edmondsley


We have always been very satisfied with the advice given and with the friendly, efficient service.
Jeffrey Fiddes, Stanley


Very helpful and flexible approach on appointments. Very happy with advice and outcome.
Bradley De'lay, Alnwick

First class

Ian was first class in every respect, as usual – a credit to your company.
David Beverley, Chester-le-Street

Highly recommend

Brilliant service from John, who breaks down the jargon into understandable terms and makes finding a mortgage easy. Highly recommended.
Mark Robertson, Sunderland

Thank you

Excellent service! Thank you Colin – yet again. See you in 2 years.
Kelley Taylor, Newcastle


We appreciate having an adviser who knows us and our needs – and that we can trust.
Robert Foy, Leeds


John is always very professional and helpful.
Brian Burns, Prudhoe

“The habit of saving is in itself an education. It fosters every virtue, teaches self-denial, cultivates a sense of order, trains forethought and so broadens the mind.”

― T T Munger