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 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 Bob and Christine

Madeleine showed us that we would be able to live a good life and encouraged us to spend some more money too!

Client since 2016

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