Mr Williams – Local businessman
I needed to trust someone that would listen to my needs and ensure that the decisions made were the right ones for my long term objectives. Brian took the time to personally review all my financial matters, including my business operations and properties. Brian was then able to forecast my future in order to meet my personal objectives and wealth. I have regular meetings with Brian and his team and so far my objectives are on target, not only that Brian talked me through the company pension schemes and advised me accordingly in terms of setting up the group company pension scheme.