What my clients say
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
They are here for us, willing and ready to listen and help.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
Level of communication and transparency is nothing short of outstanding.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.