Level of communication and transparency is nothing short of outstanding.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I knew I needed a financial advisor that I could trust implicitly.
They are here for us, willing and ready to listen and help.
I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.
Claire has a really good handle on all my financial affairs.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Everyone I dealt with was a delight, from the first inquiry to the meeting. Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.