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Linda Girard

Technical & Paraplanning Manager

What our clients are saying

Brian has been advising our family for several years. His technical knowledge is very good, and his approach is rare among financial advisors, in that he really focuses on our personal lifestyle and needs, then tailors our investments to meet those needs, and discusses the risks of the various options available. He does not 'take control' of our assets with the sole objective of increasing them. We feel they still belong to us and he encourages us to use them in enjoying our retirement to the full. We work together. It works very well.

Mr and Mrs W Poynton