What our
clients say

Smiley, happy customers

Putting a smile on our customers’ faces is our number one priority. It’s what get us out of bed in the morning and shapes everything we do. But don’t just take our word for it – scroll down to read what some of them have to say about us and our expert financial advisers.

Let's talk!

Book an initial chat
with one of our
friendly experts.

Domestic Insurance
Acer Insurance
Oliver Burt provides an excellent and professional service. My quote was dealt with efficiently and all of the information was clearly presented in a way that made sense for me.
Caroline Simpson
Commercial Insurance
Acer Insurance
It has always been a pleasure to do business with Oliver Burt. He is very efficient, professional and trustworthy.
Saïd Mahrez Bouamra
Domestic Insurance
Acer Insurance
When our home insurance was up for renewal, I approached Acer Insurance for an alternative quotation. Oliver Burt went through our concerns in detail and helped cut through the technical jargon, recommending a solution that best fit our needs.
Ceri Hodgkiss
Foreign Exchange
Currency UK
We’ve been using Currency UK for several years now when we realised we could make big savings compared to the usual bank rate offers. Their service is very fast and efficient, making them perfect for our business needs when it comes to foreign exchange requirements.
Current Body
Foreign Exchange
Currency UK
Our agency had a big budget photoshoot abroad – but the volatility of the currency meant we did not want to leave it up to luck to see if we would actually make any gains! Currency UK provided us with the protection and support we needed, and we now prefer them over just using the bank!
CRXSS
Investments
Off Piste Wealth
David is incredibly responsive, personable and knowledgeable. He takes the time to understand your goals to create a tailormade plan that works for you. He is a real asset to the industry as a whole.
Natalie Payne
Pensions
Off Piste Wealth
After a few years in self-employment, I needed help setting up a pension. David supported me through the whole process and gave me confidence in finding the right options for me. I now have a plan to secure my financial future moving forward and that security has given me the freedom to grow my business.
Aaron Hayle
Investments
Off Piste Wealth
“David Gregory was brilliant from start to finish. I was looking to invest inheritance for income and his simple, straightforward advice helped me to start my own business, which has always been my dream!
Natalie Davis