What Our Clients Say

My wife and I have been clients of Mark for over 10 years as a direct result of him working for Legal & General. We have always found him to be reliable, knowledgeable and professional and we will continue to work with him now that he has started his own company.

D&L Millar

I have dealt with Mark or over 10 years and he has provided advice on many occasions. I have always found him to be professional and knowledgeable, and I would have no hesitation in recommending him as a Financial Consultant.

Mr Devlin

My family and I have been looked after by Alana for a number of years now. My husband Stephen was the first of the Kennedy’s to use her to look after his investments with Legal and General and was full of praise for her professionalism knowledge, experience and friendliness as well as her easy manner which makes dealing with financial matters a lot simpler. Throughout the transition period when I lost my husband she ensured that my children who also have investments and I had the best advice and was sympathetic and understanding of our needs and attitudes towards risk. I had absolutely no qualms at all about continuing to deal with Alana and allow her to continue to look after my investments and those of my family now that she has set up her own business. I trust her implicitly and I know that she will always advise me in a professional and caring manner. I wish her every success in her new venture.

Mrs Kennedy