You can arrange a 45 minute to 1 hour meeting with one of our experts by phone 02 8084 0453 or by email.
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What my clients say
Claire has a really good handle on all my financial affairs.
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.
I knew I needed a financial advisor that I could trust implicitly.
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.
On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.