Testimonials

John & Jackie Armstrong

I'm always grateful for positive feedback my clients give me. Here are some examples of satisfied clients who have provided unprompted feedback.

"We'd like to thank you for your friendship, help and advice over all these years. Your honest and clear way of explaining complex financial matters is a real gift. We are very greatful for your guidance and above all, for the peace of mind you have given us about our finances in our retirement."

Name withheld

"Michael gained the trust of my husband and I have therefore trusted Michael ever since. That trust developed into complete reliance on Michael after my husband died. He has been amazing."

Peter & Louise Kennedy

"Following the excellent meeting we had last week, we would like to express in writing our many thanks for your counsel over the many years we have been clients. We have felt our financial affairs have been in safe and secure hands, which has allowed us to enjoy a pleasurable retirement. Your advice has always been given with considered thoughtfulness. You have listened to our concerns and have become someone in whom we have confidently placed our trust."

Abe & Emma Fromen

"We have benefited immensely from your sound advice since we became clients and have enjoyed the opportunities we have had to discuss our financial situation with you on a one-to-one level. We believe that your guidance has helped to contribute to our financial well being and set us on a steady path for the future. We really are enjoying our retirement years. Thanks again for what you have done for us."

Allan & Maureen Jones

"We have come to depend on and value your expertise and the skill with which you have handled our financial affairs, particularly during the bad economic times that the world has been through. There have been some worrying times but they have been made less so by the fact that we knew you had our best interests at heart. We have always had every confidence in your advice. Our regular meetings with you have always been reassuring and you have shown us courtesy and friendliness, explaining complex issues in a way that we could readily understand."

Bob & Jane Reid

"Michael, you have managed our portfolios for many years, and through all the ups and downs you have always made us feel comfortable and confident with all the decisions made and for this, we especially say thank you. We really appreciate your continual guidance and for making our financial life as stress free as possible."