Meet our clients.

They’re a fantastic bunch.

And we've loved playing a part in helping them take gain confidence and control over their financial future. We asked a them to tell us how financial planning has made a difference to their lives and how their feelings towards their finances have changed as a result of working with us.

These are the stories they shared, in their own words.

meet Max and Hannah

Madeleine’s advice is perfectly tailored to our unique needs and ambitions.”

Client since 2022

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meet Bob and Christine

We completely trust Madeleine, and it’s so reassuring to know she has our best interests at heart.

Client since 2016

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meet Christine

Without Madeleine’s support after my husband’s passing, I’d have been lost.

Client since 2008

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meet Jim

Madeleine ensures I have a full understanding of where my money is going and where the risks are.

Client since 2014

meet Phil

I needed to change my work-life balance, but you can’t change your work-life balance if you don’t know what you’ve got.

Client since 2008

meet Sarah and Andrew

We know when we see Madeleine, we’ll have a laugh and come away feeling we’re in control of things - which is a great feeling.

Client since 2008

meet Carol

I needed a bit of help from somebody who knew what they were talking about. But that needed to be someone I felt I could trust.

Client since 2008