Testimonials

“We came to see Duncan after he was recommended by our accountant. Duncan talked us through our retirement options and explained everything in plain english. We now feel more confident about our retirement plans.”

Mr & Mrs Swarbrick (Lancaster, Lancashire)

“Duncan has looked after our finances for over twelve years and we have recommended him to several of our friends and family members. We have always been delighted by the personal service we receive.”

Mr & Mrs Wainwright (Heysham, Lancashire)

 “It was great to speak to an advisor that you know personally and not someone from a call centre. He even calls to our house as we find it difficult to get out and about.”

Mr & Mrs Dodd (Lancaster, Lancashire)

“I called into see Duncan in after I  had inherited a lump sum from my Grandmother’s estate. The solicitor dealing with the estate recommended I speak to an IFA and was recommended to see Duncan.”

Mrs Robinson (Heysham, Lancashire)

“I had over £25000 in the bank and was concerned with the interest I was receiving as I was planning to leave this money invested for the long term and I felt inflation was eating into any growth. I decided to contact an IFA to look at some options on this money. After meeting Duncan on a number of occasions I invested using Stocks & Shares ISA’s and Collective investments. Although the investment has fluctuated over the years it is performing well and has out performed the Banks. I have met Duncan every year and added more monies to my portfolio over the last few years using my ISA allowances.”

Mr Hardy (Lancaster, Lancashire)